Financial Advisor

Empower Federal Credit Union
City of Syracuse, NY
Category Banking
Job Description
The Financial Advisor provides sales support for the Investment Services and Retirement Solutions team to increase productivity and deliver full-service financial planning and investment services to clients.

Requirements

  • Meet with members and potential members to evaluate and provide financial planning solutions.
  • Recommend appropriate investment and insurance products tailored to individual needs.
  • Maintain updated supplies of prospectuses and approved advertising materials.
  • Coordinate with EFCU Marketing Department and CFS Ad Review for material approvals and updates.
  • Increase production by proactively contacting established members.
  • Schedule appointments to present and sell additional financial products and services.
  • Support system functions to improve overall team efficiency.
  • Provide relief and back-up for the Investment Services Operations Administrator as needed.
  • Organize and conduct seminars and presentations for groups of members.
  • Maintain up-to-date knowledge of and adhere to all FINRA regulations.
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