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PF
Peak Financial Solutions
Financial Advisor Inside Credit Unions
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Idaho data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$121,105 / year median in Idaho
+8% projected growth
Job Description
Job Overview Embark on an exciting journey as a Financial Advisor Inside Credit Unions, where you'll play a pivotal role in guiding members toward achieving their financial goals through personalized advice and comprehensive solutions. This dynamic position offers the opportunity to leverage your expertise in financial planning, investment management, and wealth strategies within a collaborative environment dedicated to community growth and member success. Your proactive approach will empower members to make informed decisions, enhance their financial well-being, and build lasting relationships rooted in trust and professionalism. Responsibilities Provide expert financial advice tailored to individual member needs, including estate planning, tax strategies, and retirement planning. Promote and sell a broad range of financial services such as securities, insurance products, and investment management solutions. Conduct thorough financial analysis to develop customized plans that align with members' short-term and long-term objectives. Assist members with cash management, portfolio management, and asset allocation to optimize their financial health. Stay current on securities law, tax regulations, and industry best practices to ensure compliance and deliver accurate guidance. Foster strong customer relationships through proactive communication, ongoing support, and educational outreach on financial concepts. Collaborate with internal teams to identify cross-selling opportunities that enhance the credit union's service offerings. Skills Deep understanding of financial concepts including investment management, wealth management, and banking operations. Proficiency in financial analysis software and research tools to evaluate market trends and client portfolios. Knowledge of securities law, public accounting principles, corporate accounting, and technical accounting standards. Excellent sales skills combined with customer relationship management expertise to build trust and grow member engagement. Ability to interpret complex financial data with precision using math skills and analytical thinking. Familiarity with financial services regulations, tax experience, asset management practices, and research methodologies.
Pay:
$52,000.00 - $500,000.00 per yearWork Location:
Hybrid remote in Boise, ID 83705Benefits
- Dental Insurance