Conexus seeks a proactive Financial Advisor for our Wakaw branch. The role is centered around cultivating member relationships and enhancing financial literacy.
As a Financial Advisor, you will play a crucial role in guiding members toward achieving their financial objectives through strategic advice in lending and investment. A minimum of three years' experience in the financial sector and a commitment to ongoing learning are essential. Your empathetic communication style will foster trust and encourage member engagement.
Key Responsibilities:
• Assess and identify financial goals of members
• Sell consumer lending and investment products effectively
• Conduct member education on financial options
• Ensure accurate documentation and compliance
• Collaborate within teams to implement improvements
Requirements:
• 3+ years of financial industry experience
• Robust background in customer support
• Experience with portfolio management
• IFSC Licensed; mutual fund sales experience is a plus
• Pursuing Personal Financial Services Associate designation
Deliver impactful financial solutions and bolster member confidence at Conexus in Wakaw.
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📌 Financial Advisor Position At Conexus Wakaw
🏢 Conexus Credit Union
📍 Wakaw