Financial Advisor

Job description

Description Kellogg Community Credit Union has an exciting opportunity for a Financial Advisor! Market and explain the Investment services to customers at branch offices of our financial institutions. Serve as a “needs based” resource for all securities-related products and services. Transmit orders on behalf of customers, relay data and investment advice to customers. Manage customer relationships and handle all Investment related transactions, following appropriate, well-defined procedures with minimal supervision, to ensure regulatory compliance and in keeping with the philosophy of the company. Actively support the company’s total marketing concept. Job Functions: - Facilitate the sales process by accepting and placing securities orders - Meet, qualify and open new accounts for those customers who don’t require a meeting with the Financial Advisor - Coordinate and manage all seminars, marketing campaigns and sales literature for those offices within their markets - Develop and direct branch training and referral campaigns - Establish all brokerage accounts, including all necessary documents required to open a brokerage account - Cashiering-booking checks and stock certificates,...