Financial Advisor - Credit Human

We are seeking an Financial Advisor for the Investment Center.

This work level is about being accountable for and analyzing each situation, one by one, before determining the appropriate response. Each situation requires a level of analysis of simple cause and effect to determine the best response. This is about diagnosing why a condition exists. The nature of the work is about accumulating data from which to draw conclusions. It involves dealing one-by-one with concrete situations as they arise. It requires the articulation and accumulation of data which are judged significant to the output and a diagnostic judgment based upon linking those data. It involves diagnosing a problem from a multi-factor model. Some judgment regarding optimum multi-variable outcome is necessary.

If you have investment experience you should apply right away!

Highlights:

• Uncover and summarize both the said and the unsaid member needs by actively listening, reviewing investment goals, and developing appropriate recommendations
• Communicate information about risks, attributes, features, and benefits of investment products and services
• Provide sensible advice and execute customized solutions to meet member's financial goals, following up with each member to confirm service satisfaction and final investment fulfillment
• Maintain a high level of financial product solution sales by meeting or exceeding monthly solution sales goals
• Participate in Credit Human-sponsored community activities and follow leads generated through those activities, aiming to achieve strategic business partner relationships
• Train member-contact employees on financial products, member solution cross-referring strategies, and financial industry trends

Experience:

    Required

• 1-2 year industry related experience

Education:

    Required

• Bachelor’s degree or equivalent work experience

Licenses & Certifications:

    Required

• Current FINRA Series 7 and 63, 65 (combo) or 66 Securities Registration
• State General Lines Life and Health Insurance License

Schedule: Monday-Friday, 8:30 am-5:30 pm

Level of Work: 2B

Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.

To get to know Credit Human and learn more about our benefits, visit our careers page atwww.credithuman.com/careers.

Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) Marketing / Communications