Financial Consultant, Green Bay/Lakeshore Area - (Green Bay, WI)

Financial Consultant Fox Communities Credit Union is a $1.5 billion in assets community-based credit union serving over 100,000 members at 22 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. In partnership with LPL Financial we are searching for a Financial Consultant for the Green Bay and Lakeshore markets. The role of the Financial Consultant is to educate our members on the alternative investment options not available to them at the credit union. The Financial Consultant will recommend the sale of alternative investments when appropriate for the members investment planning goals. Duties of this role will include but are not limited to: Interview member clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other details needed to develop a financial plan.