Financial Associate Advisor - Syracuse, NY 13204 - (Syracuse, NY)

Role: The Financial Associate Advisor provides sales support for the Investment Services and Retirement Solutions team to increase productivity of registered representatives and overall program. Provides full-service financial planning and investment services to transitioning clients and potential new member clients. Associate Advisor sells financial products and services to members by supporting and promoting full service investment options, while promoting services and seeking referrals by interacting with the front-line Credit Union staff as well as working a book of clients. Required functions & Responsibilities: 20% Responsible for meeting with members and potential members to provide solutions to their financial planning qualifications by describing investment and insurance products appropriate for their needs, as well as providing investment guidance. 20% Ensure updated supplies of prospectus and approved advertising materials are available. Coordinate with EFCU Marketing department and CFS Ad Review.