The Associate Financial Advisor (AFA) primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also work with credit union employees to help credit union members meet the other two core financial needs of cash management and credit. As a member of a financial advisor team, AFAs will focus on adding new credit union members to the CUNA Brokerage Services, Inc. (CBSI) book of business and on working with existing CBSI members. Typically they will work a segment of the team's book of business, covering a territory of the credit union such as certain branches, departments etc.
Alignment with credit union and CBSI mission & culture will also be very important for success. The AFA position is designed to allow high potential candidates to enter the brokerage/insurance/investment advice business and develop under the leadership and coaching of their lead financial advisor (LFA). This position also brings additional capacity to the advisor team to serve more credit union members across the six core financial needs. Based on performance and opportunity, there is potential for career advancement to include that of LFA.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Physical Job Analysis:
While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.