Senior Financial Advisor

We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

Typical Day

• Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Manages an assigned portfolio of members (generally with 100,000 to 500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
• Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products ...