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 Financial Services Representative - Mid MN CU

Details
Country: USA
Location: Minnesota-Minneapolis MINNEAPOLIS, MN 55401
Total applied: 21
Job Category:Accounting/Finance/Insurance
Location:MINNEAPOLIS, MN 55401
Status:Full Time, Employee
Occupations:General/Other: Accounting/Finance
Career Level:Manager (Manager/Supervisor of Staff)
Financial Services Representative - Mid MN CU

FINANCIAL ADVISOR



Isn’t it time you used your expertise as a financial advisor in an environment where the focus is on the client?


CUNA MUTUAL GROUP is seeking licensed financial professionals to join our team. We are a $14.6 Billion organization with over 70 years of successfully partnering with credit unions to help them to compete via a variety of products and services. MEMBERS Financial Services is an innovative program that provides full financial planning services to the members of credit unions. As a financial advisor with us, you have an excellent opportunity to establish, maintain and develop relationships with the members of the credit union to identify their financial goals, providing both profitability and protection to those members.


Here’s what we offer:

Captive audience of credit union members Competitive Compensation, Benefits (including multiple medical coverage options), Matched 401K, Company-funded Pension Plan Continuing education opportunities No overhead for office space Marketing Support Seminar and workshop presentations to the credit union members Opportunities to work closely with branch staff for training/coaching and referral generation Full legal and compliance back office support Complete brokerage menu Administrative support

Here’s what you need to bring to the table:



Experience within the financial service industry in interacting with clients and meeting their financial needs NASD Series 6, 7, 65 and/or 66 (and Series 63 in states where required) State Life/Health Licenses Ability and willingness to pursue, CFP, ChFC, or CLU Designation

It’s time to differentiate yourself as a professional within the financial services industry! To learn more about us, please visit our website at: www.cunamutual.com






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