Investment Consultant
This individual will help serve the needs of our members by providing a consultative, needs-based review of our member's goals and recommend solutions to pursue them. This individual will work closely and cultivate relationships with credit union staff by conducting regular staff training, participating in branch activities in the territory assigned, and referring back to the credit union as a valued partner. This role will be responsible for growing the business by meeting the needs of our members. We will invest in your growth and development as an Investment Consultant and we are looking for individuals willing to learn and grow their skills.
The ideal candidate will have 5 years of experience as a licensed Investment Consultant, Life/Health licenses and the Series 7 and the Series 66 (65 & 63). This role will require maintaining a professional image personally and professionally and must have a clean U4 and must satisfy all background check requirements.
Please email your resume to asexauer@firstcommunity.com
Come Grow With Us!