Investment Consultant

Financial Partners Credit Union is a dynamic institution who has been providing financial solutions to Southern California for over 70-years.  As Financial Partners Credit Union achieves greater success, we seek talented, innovative, driven individuals who thrive in an atmosphere that strives for excellence and who will endeavor to fulfill our vision of “Building Lifetime Financial Partnerships.” 

We are currently seeking a Series 7 and 63 licensed Investment Consultant for branch locations within the Orange County area.

As an Investment Consultant you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing members and build relationships with new members. Your goal is to demonstrate to our members and prospects the value of the Financial Partners Investment Program, resulting in asset accumulation and retention.

Typical daily activities include proactive, business development calls to prospects and members; presentation of solutions to members and prospects through face-to-face meetings and responding to leads generated through our branch network as well as other sponsor groups and other business development efforts.
 
Qualifications:

§         FINRA Series 7 &, 63 and 65 or 66

§         California Life and Disability Insurance License

§         3 or more years of proactive, successful sales experience in the financial services industry

§         Strong sales results in investment products (ideally in a bank/credit union environment)

§         Excellent customer service, communication, presentation, and computer skills.

 Financial Partners offers a competitive compensation and benefit package.

 Interested candidates should submit a resume  http://jobs-fpcu.icims.com/jobs/1111/job  

  Equal Opportunity Employer