$67,660 - $84,570 with a 10% Short Term Incentive Target

The Bigger Picture As a Senior Financial Advisor, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products, including complex consumer lending and investments (including mutual funds).

How You'll Spend Your Time

Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning

Provide account, investment and lending products within scope of position, to meet member needs

Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services

Ensure complete, accurate and timely documentation

Adhere to security and operational policies, procedures and operationa...