About This Opportunity: Holistic Financial Advisor Manager (Agassiz)
Prospera Credit Union is currently seeking a Holistic Financial Advisor Manager (Agassiz) to join their team in Agassiz.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Drive financial wellness as a Holistic Financial Advisor Manager. Tailor financial strategies that encompass investment, lending, and protection while ensuring member satisfaction and trust.
This role demands at least 3 years in financial services, including a year of advisory experience, emphasizing the ability to work with complex mortgage solutions and mutual funds. You'll create holistic financial strategies that align with members' unique goals, recording interactions meticulously and adhering to compliance standards. This position emphasizes collaboration to foster an exceptional member experience.
Key Responsibilities:
• Create tailored advice addressing members’ needs
• Facilitate smooth referrals enhancing member trust
• Manage product leads with a holistic focus
• Document all member interactions accurately
• Provide backup support across advisory roles as needed
Requirements:
• 3+ years in financial services, with advisory focus
• Experience in mortgage lending and mutual funds
• Must be mutual funds licensed
• Strong knowledge of financial products
• Excellent interpersonal and communication skills
Support member growth and achieve their financial objectives with personalized strategies in a cooperative work environment.
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Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Prospera Credit Union?Prospera Credit Union offers a supportive work environment in Agassiz, where employees can grow and develop their skills. This Holistic Financial Advisor Manager (Agassiz) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Holistic Financial Advisor Manager (Agassiz) at Prospera Credit Union in Agassiz.
Click the Apply button above to submit your application and take the next step in your career.
