Job Description

Come join the rapidly expanding CoVantage Retirement & Investment Services team within a nationally recognized top 1% credit union. This role serves an established, multi-state clientele that has been built over the last 29 years. The advisor partners closely with front line retail staff, commercial lenders, mortgage lenders and branch leaders to foster warm internal introductions to focus on financial planning, not product sales. You will work alongside other experienced advisors that will coach and mentor you as build personalized financial strategies that help our members achieve their financial goals, address their concerns, and secure their future. Foster authentic, long-term relationships that span generations, guiding families toward financial security and multi-generational wealth.

CoVantage CU offers a progressive work environment and the opportunity to be part of a growing mission-based organization that takes pride in giving back to their communities and providing exceptional service to members.

As a CoVantage team member, you’ll receive a 401k employer match of up to 200%, a generous employer HSA contribution, and paid time off for community service.

Job Duties

• Conveys personal, actionable and achievable financial advice and connects members to financial products that align with their needs.
• Responds to member inquiries and referrals that are generated from both their own contacts and from other CoVantage strategic partners and travels to credit union branches as necessary to meet with members.
• Is familiar with and adheres to all aspects and provisions of company policies as they pertain to the individual’s assigned job duties.
• Delivers financial solutions and service to internal and external members which consistently exceeds expectations.
• Cultivates strong relationships with members by consistently using the prescribed sales process.
• Cultivates strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.

Qualifications

• Bachelor’s degree in business, finance, or equivalent work experience.
• Valid U.S. driver’s license required.
• Life, Health and variable insurance license preferred or attain within appropriate timeframe.
• FINRA Securities Industry Essentials Examination preferred or attain within appropriate timeframe.
• FINRA Series 6, 63, and IAR (65 or appropriate designation) registrations preferred or attain within appropriate timeframe.
• FINRA Series 7 preferred.
• LUTCF, CLU, ChFC or CFP or other industry designation preferred.