Financial Advisor

This position exists to help members by assessing their financial goals, needs and objectives while providing them with exceptional personalized service as it relates to investment products. The Investment Services group offers Ent Credit Union members the opportunity to purchase noninsured, investment products to assist members in meeting their financial goals.

Essential Functions

• Assist Senior Financial Advisors: Provide sales support for Sr. Financial Advisors
• Member Service - Member meetings: Meet with clients to assess financial goals, complete investment applications, and address any investment needs of customers.
• Maintain customer records: Maintain complete documentation on potential and existing customers.
• Ent employee trainings: Assist with training Ent employees on various investment services products
• Bank Secrecy Act: Remains cognizant of and adheres to Wings policies and procedures, and regulations pertaining to the Bank Secrecy Act.