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Northern Financial Services Apprentice

   Closing Date: Apr. 01, 2018

Employer:Northern Credit Union
Job Location: Watertown - Jefferson County
Employment Type:Full Time


Great Opportunity for Aspiring Financial Advisors!

A progressive, fast-paced local financial institution currently has an opening for an aspiring 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 career growth in an expanding business segment.


Aspiring Financial Advisor

The aspiring financial advisor is responsible for serving as a role model and demonstrating individual commitment to Northern’s Ownership philosophy by maintaining a positive attitude, high energy, creativity and passion for member service. The key individual will serve as the liaison between the Advisors and the clients by directing the flow of business and serving as the main point of contact for the clients while providing exemplary customer service through prompt and courteous response to incoming client phone calls and request via telephone, email, or in writing. The individual will also provide administrative support for advisor/client meetings; as well as establish and maintain client records utilizing multiple software applications. They will develop a partnership with the marketing team to create, track and report NFS efforts and play an active role in representing NFS in business development activities to include dinners, Select Employer Group visits, etc.


The ideal candidate will demonstrate exceptional customer service, interpersonal, communication and time management skills. The position requires a strong attention to detail, the ability to learn new computer programs efficiently, a high level of professionalism and confidentiality; as well as an ability to work independently. The individual must have a 2 year college degree, 4 year college education preferred, with the desire and aspiration to develop into a financial advisor. This individual will also be required to obtain a notary status.

An extensive training program is provided with company resources provided to obtain necessary licenses and security registrations. LPL Financial, 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 is an Equal Opportunity Employer.
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