Junior Financial Consultant / Advisor

Do you enjoy working with a team to achieve higher levels of performance?   Do you take ownership to deliver results?  Do you enjoy utilizing your knowledge to better your company?
If you answered yes to these questions, then Western Federal Credit Union is the place for you!

Western Federal Credit Union is seeking a Junior Financial Consultant.  This is an entry level position in which the ideal candidate will assist Financial Consultants and be trained to counsel members and sell financial products and services for investment purposes.
Responsibilities include:

• Helps identify potential clients/customers using advertising campaigns, mailing lists, personal contacts, referrals, in-branch promotions, and seminars.
• Assists with interviewing clients/customers to determine financial position, resources, assets available to invest, and financial goals.
• Will be trained on counseling clients on purchase or sale of securities, financial services, investment, and insurance plans.
• Maintains strict adherence to regulatory rules of conduct and the highest ethical standards.
• Understands, and stays current of, broker dealer operations and record keeping requirements. 
• Assists with analyzing status reports and performing calculations to monitor client accounts and verify transactions.
• Learning about quality, value-added financial products and services that are offered to our membership.
• Refers clients/members to appropriate Credit Union personnel for other Credit Union products and services such as credit cards, auto loans, Term Share Certificates, etc.

Western seeks motivated individuals with a passion for delivering superior service and contributing to a team environment.
Requirements include:

• Completes all required licensing and continuing education requirements.
• Must have the ability and desire to obtain a Series 7 and 63 Securities Registration
• Must have the ability and desire to obtain a State of California Life and Health Insurance License
• Financial product sales experience helpful
• High school diploma or equivalent, bachelor's degree preferred

See the Western Difference!
At Western, we believe that each team member is a valuable asset.  Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team members succeed.  Western provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.  We work together for a common goal: to provide superior service to our members.
Excellent Benefits Package Includes:

• Medical , Prescription, Dental, Vision, and Life Insurance all from your date of hire
• Paid vacation, sick, and personal time as well as holidays
• 401k Plan with employer match
• Defined Pension Plan fully funded by Western
• Employee Assistance Program
• Tuition reimbursement that covers 100% of tuition and books for approved programs
• Credit Union membership for you and your family  

Company Overview
Western is one of the nation’s leading credit unions with over $1.4 billion in assets and 120,000 members nationwide.  We service a large number of sponsor companies in a diverse group of industries such as information technology, automotive, airline, retail, service, manufacturing, and aerospace.  With strong assets and conservative practices, Western continues to have a stable presence in the credit union industry.
Western is proud to be an equal-opportunity employer.  For more information on Western, visit us at www.western.org
 

Division/Department : Accounting/Finance
% of Travel Required : 30-40%
Skills : Banking/Financial -> Investment Banking, Client Service, Business & Product Development

Exemption : Exempt