Senior Financial Advisor

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!

Summary of Role:

To provide financial services to members of affiliated credit unions and/or outside clientele . Responsible for converting any prospects to Broadview clients . W ork proactively to develop and grow the Wealth Management group for Broadview .

Essential Job Functions/Responsibilities:

• 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 .

• H andle OSJ responsibilities as needed .

• Assist with clients referred by Credit Union employees and Broadview operations team a s 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 .

Minimum Job Qualifications:

• Preferr ed college degree with 7 or more years o f related experience or equivalent experience . Licenses required: NYS Life Insurance, NYS Accident & Health Insurance, NASD Series 6 & 63 Se curities 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.

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at [email protected]