Senior Financial Advisor

• Provide financial planning and related products/services to members/clients from the approved service offerings of CCFS.

• Serve as mentor to Advisory team and coordinate educational training.

• Develop and cultivate relationship with potential Wealth Management Clients.

• Handle OSJ responsibilities as needed.

• Assist with clients referred by Credit Union employees and Broadview operations team as needed.

• Provide input for the formulation of Broadview's Business Strategy.

• Perform formal presentations of Broadview services to credit union staff, SEGs, clients, and potential affiliated credit unions.

• Work with Marketing to create new market opportunities.

• Attend strategic Credit Union SEG visits to provide initial responses to inquiries about service opportunities.

• Perform regular and accurate record keeping of transactions.

• Maintain confidentiality of client files.

• Perform other duties or special projects as assigned or required.

• Complete and pass courses as recommended by the CIO/Director of Advisory Services and/or licensing authorities.

• Preferred college degree with 7 or more years of related experience or equivalent experience. Licenses required: NYS Life Insurance, NYS Accident & Health Insurance, NASD Series 6 & 63 Securities Licenses. NASD Series 7 license. Work towards obtaining advanced financial designation.

• Excellent mathematical ability

• Excellent computer skills, including knowledge of spreadsheets

• Excellent communications ability, both oral and auditory

• Excellent interpersonal skills

• Ability to prioritize and change directions as needed

• Strong organizational skills

• Excellent presentation skills

Starting Compensation: $106,508-$138,460 annually, plus a competitive benefits package.