Job Description
GENERAL SUMMARY: This position is responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, developing financial goals, and creating financial plans to assist members in meeting their goals. Provides members with advice and services regarding their personal financial planning and investment needs. NATURE AND SCOPE OF POSITION: This position works with a minimal amount of supervision and direction and is authorized to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with cost-effective practices and is consistent with the policy and procedures of Kinecta Federal Credit Union. SUPERVISORY RESPONSIBILITIES: The Financial Advisor has no direct supervisory responsibilities but will be expected to take the lead on assigned projects and may oversee the work of others working on assigned projects. ESSENTIAL DUTIES AND RESPONSIBILITIES: Meets with members, clients, and prospects. Collects and analyzes information regarding members' income, assets, investments, and debts. Determines financial goals with members. Ascertains which financial products best meet the members' needs and financial circumstances to help achieve those goals. After careful consideration, advises members regarding the advantages and disadvantages of different financial products, including insurance and investment products. Through the approved product list of our broker dealer, offer non-deposit investment accounts to members of the Credit Union. Promotes, supports, and develops a member experience that corresponds with the Organization's objectives. Works with Front Line (branches, Contact Center) and other lines of business to increase member penetration for Kinecta Wealth Mana