Financial Advisor We are looking to hire a passionate Financial Advisor for our Lakeshore market. As a Financial Advisor, you will provide analysis and guidance to businesses and individuals in order for them to make investment decisions; Recommends financial options to members in accordance with their short and long term goals; Prepares and delivers comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments, pre/post-retirement planning, and asset allocation strategies; Enhances and expands the overall penetration and participation levels of the current investment services program to ensure on-going quality service to existing members/clients. What you'll be doing: • Assists members in retirement and estate planning, funding for college, general investment options and loan and deposit needs. • Achieves individual sales goals. • Cross-sells credit union products and services and acts upon referral opportunities to maintain a ratio consistent with goals. • Demonstrates knowledge of all Consumers products and services. • Successfully maintains: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses. • Contacts potential members by attending business and social events/meetings or by giving seminars. • Maintains all files and records to comply with the law. • Knowledgeable in the area of IRA and Trust accounts. • Develops an understanding of Credit Union rules, regulations, philosophy, organization by-laws and operating procedures. • Assist in any area as directed by your supervisor. What you'll bring to the table: • Success requires a Bachelor's degree in Business or Insurance (or equivalent work experience). • 5 years proven experience in the delivery of personal investment products and services, with at least 1 year of experience in a financial institution. • Successfully completes: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses. **Representatives are employed by Consumers Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.