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This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted 1 day ago
Salary Grade 699 Serve Your Clients Cultivate strong relationships with members by consistently using the prescribed sales process. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. Meet or exceed credit union cross sell
Posted 1 day ago
Teachers Federal Credit Union and CUNA Brokerage Services Inc. (CBSI) are excited to be adding an Associate Financial Advisor (AFA) to our team. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book of business, and a base salary plus incentive plan, providing a secure environment to build your business. The Associate Financial Advisor primarily f
Posted 1 day ago
This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted 1 day ago
Serve Your Clients Cultivate strong relationships with members by consistently using the prescribed sales process. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. Meet or exceed credit union cross selling goals as esta
Posted 1 day ago
Serve Your Clients Cultivate strong relationships with members by consistently using the prescribed sales process. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. Meet or exceed credit union cross selling goals as esta
Posted 1 day ago
Salary Grade 699 Serve Your Clients Cultivate strong relationships with members by consistently using the prescribed sales process. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. Meet or exceed credit union cross sell
Posted 4 days ago
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