Financial Advisor

Affinity Plus Federal Credit Union • Lakeville, MN • 6d ago

Description At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work. Between our one of a kind culture, incredible benefits, and work/life balance; we believe you will feel the Affinity Plus difference. Position Overview: A Financial Advisor at Affinity Plus partners with our members on their investment needs. This role will be primarily responsible for a geographic area and partnering with members in that area for any investment or retirement needs and opportunities. Duties and Responsibilities: Review members' current investment plans to gain a full understanding of their intentions Identify and recommend member investment options, including but not limited to investments, future financial scenarios, retirement plans, etc. Construct and deliver customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients Develop trusting relationships with members in order to anticipate their needs and make the necessary recommendations Research, respond, and resolve member requests about Affinity Plus services, products and policies Track business activity and maintain member notes in database Review current research material and financial news on market and securities trends and identify areas of opportunity and concern Other duties as assigned Qualifications and Skills: 5+ years of experience of successfully selling investments and insurance in a credit union, bank or insurance environment Bachelor's Degree in Finance, Economics, Accounting or other applicable degree preferred Strong organizational skills and attention to detail Strong analytical and decision-making skills required with a high degree of accuracy Aptitude to work independently as well as part of a team and ability to collaborate with others Strong verbal and written communication skills Time Management skills and the ability to prioritize workload based on department and member needs Flexibility to adapt and succeed in a dynamic environment Ability and drive to provide exceptional service to members and employees Required Licenses: FINRA Series Securities Industry Essentials MN Life, Health Insurance License, Series 6 & Series 63 RIA (65/66 or appropriate designation) to be obtained and completed within 2 years Preferred Licenses: FINRA Examination, Series 7 Workplace Environment: Working in a stationary position for 95% of the work day Utilizing the telephone 45-50% of the day Moving, lifting and/or carrying 20 pounds with or without accommodations Bending, twisting, kneeling, stooping or crouching when appropriate, on occasion Repetitive movements, including but not limited to typing, mousing, phones, etc. Requires face-to-face interaction and/or coordination of work with other employees and departments, and in-person interaction Required Work Schedule:Standard Monday through Friday business hours. Consistent and reliable attendance is a required essential function of this role to meet the needs of the department/team and organization. This position will be hybrid, based out of our Lakeville, MN branch with the opportunity to work virtually one day per week. Compensation: This position has a starting pay range of $49,300 - $62,850 annually. In alignment with our commitment to pay transparency, we are providing a good-faith estimate of the pay range for this position. This range reflects what we anticipate offering a successful candidate based on factors such as the role's responsibilities, required qualifications, and relevant experience. The actual pay for this position may vary depending on the selected candidate's skills, experience, and other qualifications. This position is also eligible to earn sales incentive compensation.Total Rewards: Affinity Plus offers a comprehensive Total Rewards package that goes beyond base pay. In partnership with the State of MN Employer Group, Affinity Plus provides low-cost medical, dental and vision insurance coverage options. Additionally, Affinity Plus frontloads all sick time hours and a portion of vacation hours for all new employees, offers a variety of paid leave options, a monthly wellness benefit, and immediate 401K matching up to 5%. Our Total Rewards philosophy is designed to support your well-being and growth while fostering a fair and inclusive workplace. Disclaimer Applicants may be subject to a background and credit check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, Affinity Plus Federal Credit Union will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position's essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, Affinity Plus Federal Credit Union retains the right to change or assign other duties to this Member Advisor position. Application Deadline Affinity Plus Federal Credit Union accepts applications on a rolling basis. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Affinity Plus is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status or status as an individual with disability.

Similar Jobs

Accountant

CBRE • Bloomington, MN • 2d ago

Finance & Accounting

Accountant Job ID 223564 Posted 11-Jun-2025 Service line Corporate Segment Role @type Full-time Areas of Interest Accounting/Finance Location(s) Bloomington - Minnesota - United States of America, Phoenix - Arizona - Uni...

2d ago

Go to Apply

Senior Accountant

Aston Carter • Eagan, MN • 2d ago

Finance & Accounting

Description Manage and prioritize the accounting teams daily tasks based on goals, objectives, and deadlines. Validate all invoices and credit transactions are recorded accurately. Review and process customer invoices/ac...

2d ago

Go to Apply

Accounting Manager

CBRE • Bloomington, MN • 2d ago

Finance & Accounting

Accounting Manager Job ID 223988 Posted 11-Jun-2025 Service line Corporate Segment Role @type Full-time Areas of Interest Accounting/Finance Location(s) Bloomington - Minnesota - United States of America, Phoenix - Arizo...

2d ago

Go to Apply

Prevailing Wage Payroll Consultant

Aston Carter • Lakeville, MN • 4d ago

Finance & Accounting

Job Title: Payroll Compliance Specialist Job Description We are seeking a dedicated Payroll Compliance Specialist to oversee payroll compliance for employees, with a focus on prevailing wage and IRA compliance. This role...

4d ago

Go to Apply

Accounts Payable Specialist

Robert Half • Rosemount, MN • 5d ago

Finance & Accounting

Description We are seeking an Accounts Payable Specialist who will be responsible for managing the company's outgoing financial obligations. This role plays a key part in ensuring our vendors are paid accurately and on t...

5d ago

Go to Apply

Specialist, Digital Marketing SEO, Tax, Audit, Trade

Thomson Reuters Holdings Inc. • Eagan, MN • 6d ago

Finance & Accounting

Are you ready to leverage your SEO expertise and analytical skills to drive transformative digital experiences and organic growth in a dynamic Fortune 500 company, while collaborating with industry-leading digital expert...

6d ago

Go to Apply

Accounts Receivables Associate

Midwest Veterinary Supply Inc • Lakeville, MN • 6d ago

Finance & Accounting

Midwest Veterinary Supply is seeking an Accounts Receivable Associate for our Lakeville, MN Corporate office. Job Summary: Process and apply credit card, wire, ACH, and COD transactions according to the directive of our...

6d ago

Go to Apply

Associate Accountant

CBRE • Bloomington, MN • 1w ago

Finance & Accounting

Associate Accountant Job ID 222691 Posted 05-Jun-2025 Service line Corporate Segment Role @type Full-time Areas of Interest Accounting/Finance Location(s) Bloomington - Minnesota - United States of America, Phoenix - Ari...

1w ago

Go to Apply

Associate Accountant

CBRE • Bloomington, MN • 1w ago

Finance & Accounting

Associate Accountant Job ID 222703 Posted 05-Jun-2025 Service line Corporate Segment Role @type Full-time Areas of Interest Accounting/Finance Location(s) Bloomington - Minnesota - United States of America, Phoenix - Ari...

1w ago

Go to Apply

Staff Accountant

Post Holdings Inc. • Lakeville, MN • 1w ago

Finance & Accounting

Brand: Post Consumer Brands Categories: Finance Locations: Lakeville, Minnesota Position Type: Regular Full-Time Remote Eligible: No Req ID: 27541 Job Description Business Unit Overview Headquartered in Lakeville, Minn.,...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.