Personal Finance Advisor

Overview

The position is full-time on-site. As a personal finance advisor, you’re responsible for developing and maintaining lasting, trusting relationships with members and clients, listening to their needs, offering advice that fits their financial situation, and helping them choose appropriate solutions to meet their financial goals. You work with a client base consisting mainly of individual members and businesses. Interpersonal savvy is essential. You drive results by recommending investments, loans and insurance products, balancing member/client satisfaction with business objectives, profitability, and sound risk management. You collaborate with partners and experts to design integrated strategies for members and clients.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results
• Manage business relationships, assess member/client satisfaction and service quality, follow up and id...