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Offer: Financial Consultant I:Job description:
Financial Consultant IOverviewHudson Valley Credit Union is currently recruiting for the position of Financial Consultant I. Primary Function: Provide expert advice and strategic guidance on various financial matters to help members achieve their financial goals. This includes developing comprehensive financial plans, offering investment recommendations, managing risks, advising on tax-efficient strategies, preparing for retirement, and assisting with budgeting. Ensure that members can make informed decisions and optimize their financial well-being. Responsibilities » Establish value-added relationships with members and support the activities of the Senior Financial Consultant. » Meet customers’ financial needs including, but not limited to, the following: a. Funding for a secure retirement b. Funding for children or grandchildren’s education needs c. Growth of assets above inflation and taxes d. Protection of assets from estate taxes » Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution. » Responsible for meeting and exceeding established revenue and branch referral goals as part of the team goal with the Financial Consultant II. » Cultivate existing (C&D) clients with the goal of identifying potential members to be graduated to (A&B) clients. » Conduct educational seminars for members and prospective members. » Conduct training within Credit Union to educate employees on the benefits of Financial Services and grow referrals within the branch network. » Provide branch coverage due to extended hours. » Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks and special projects as assigned. » Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism. » Responsible for regular and predictable attendance including punctuality. Qualifications » Associate’s Degree or at least 2 years equivalent practice for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of practice required » Series 7 or capability to pass within 180 days of employment required » Series 66 or capability to pass within 180 days of employment required » NYS Life and Health licenses or capability to pass within 90 days of employment required » Medicare Certifications required » Clean U4 required » Minimum 1 Year Industry practice, preferably within Credit Union or Financial Institution practice required Why choose HVCU? HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and practices. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+. Employee Perks: » HVCU University & Academy; Professional Development Training » Student Loan Repayment & Tuition Reimbursement Programs » Medical, Dental, and Vision coverage (coverage starting as low as $20 per month) » 401(k) with employer match and non-elective employer contribution » Paid time off (PTO), holidays, and community volunteer time » Life, Short-Term, and Long-Term Discapability Insurance » Discounted Loan Rates & Fees Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law. » Associate’s Degree or at least 2 years equivalent practice for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of practice required » Series 7 or capability to pass within 180 days of employment required » Series 66 or capability to pass within 180 days of employment required » NYS Life and Health licenses or capability to pass within 90 days of employment required » Medicare Certifications required » Clean U4 required » Minimum 1 Year Industry practice, preferably within Credit Union or Financial Institution practice required Why choose HVCU? HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and practices. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+. Employee Perks: » HVCU University & Academy; Professional Development Training » Student Loan Repayment & Tuition Reimbursement Programs » Medical, Dental, and Vision coverage (coverage starting as low as $20 per month) » 401(k) with employer match and non-elective employer contribution » Paid time off (PTO), holidays, and community volunteer time » Life, Short-Term, and Long-Term Discapability Insurance » Discounted Loan Rates & Fees Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law. » Establish value-added relationships with members and support the activities of the Senior Financial Consultant. » Meet customers’ financial needs including, but not limited to, the following: a. Funding for a secure retirement b. Funding for children or grandchildren’s education needs c. Growth of assets above inflation and taxes d. Protection of assets from estate taxes » Sell effectively by establishing relationships with members, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the solution. » Responsible for meeting and exceeding established revenue and branch referral goals as part of the team goal with the Financial Consultant II. » Cultivate existing (C&D) clients with the goal of identifying potential members to be graduated to (A&B) clients. » Conduct educational seminars for members and prospective members. » Conduct training within Credit Union to educate employees on the benefits of Financial Services and grow referrals within the branch network. » Provide branch coverage due to extended hours. » Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks and special projects as assigned. » Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism. » Responsible for regular and predictable attendance including punctuality. Skills:
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