|Exciting Opportunity Available!|
A progressive, fast-paced local financial institution currently has an opening for an experienced Financial Advisor to join our retail investment services team at Northern Financial Services. Are you an individual who:
• Is a self-starter who likes to take initiative to meet client’s financial needs?
• Aspires to build mutual value relationships through an entrepreneurial approach?
• Is self-motivated and driven to deliver high-quality products and services ethically and honestly?
• Is passionate and well-versed in financial planning services?
• Likes to work independently yet collaboratively with other team members?
Then we have a role for you! This role offers tremendous upside in earnings potential and career growth in a growing business segment.
The Financial Advisor is responsible for developing and building relationships with new and existing clients through building a strong referral network and by taking a proactive approach to business development. Through a collaborative approach, the key individual will assess, assist and advise clients on their current finances and future financial goals. The ideal applicant will develop a strategic business plan in conjunction with other financial advisors on the team and will utilize technology to provide excellent service to clients; as well as ensure overall business practices are compliant with state and federal rules and regulations.
|The ideal candidate will demonstrate a strong work ethic, superior organizational skills, and strong communication skills and a superior consultative approach. The position requires strong interpersonal and teamwork skills; as well as an ability to work independently. The individual must have a Bachelor’s in Finance or a similar field; FINRA Series 7, 66, 65 & 63 licenses; Life, Health, Disability, Long Term Care Insurance licenses required. A major advantage will go to candidates with the following licenses: CERTIFIED FINANCIAL PLANNER™ certification, CHFC, and other designations. Candidates will be able to obtain any lacking licenses or certifications within one year of employment. |
Invest Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Northern Financial Services Investments. Products offered are:*Not NCUA insured * Not a deposit or other obligation of or guaranteed by any credit union * Subject to risks including the possible loss of principal amount invested.
Cover Letter and Resume are required for consideration.
Northern Credit Union is an Equal Opportunity Employer