Job Description

Kellogg Community Credit Union has an exciting opportunity for a Junior Financial Advisor!

This role is ideal for an ambitious, relationship-focused individual who is interested in building a career in financial services. We are looking for someone with strong communication skills, a passion for helping people, and the motivation to learn. The Junior Financial Advisor will market and explain investment services to members at branch offices, serve as a resource for securities-related products and services, and support members with investment-related transactions and account servicing. This position works closely with an experienced advisor while learning industry regulations, products, and best practices.

Job Functions

• Support the sales process by assisting with securities-related transactions and account servicing
• Meet with members to identify financial needs and provide appropriate solutions under guidance from senior advisor
• Assist with opening new investment and brokerage accounts
• Prepare and process account documentation and follow up on outstanding paperwork
• Assist members with money movement requests, including ACH/EFT transactions
• Support the setup of mutual fund investment plans and systematic withdrawal plans
• Build and maintain strong member relationships while delivering exceptional service
• Participate in ongoing training, coaching, and professional development opportunities
• Support the company’s marketing and member service philosophy

Requirements

• College degree or equivalent business experience preferred (appropriate experience may substitute for education)
• Strong member service, communication, and relationship-building skills
• Interest in financial services, investments, and helping members achieve financial goals
• Ability and willingness to learn detailed processes, regulations, and investment products
• Strong organizational skills and attention to detail
• Professional demeanor and ability to work independently and collaboratively
• Commitment to participating in required compliance, regulatory, and professional training programs

PM20