Senior Financial Consultant
4 weeks ago
Aviso Wealth - Senior Financial Consultant
Location: Remote
Aviso Wealth is dedicated to providing exceptional financial services to credit unions and their members. We are currently looking for a Senior Financial Consultant to join our dynamic team.
Position Overview:
The primary focus of this role is to develop comprehensive financial strategies for credit union members, facilitate educational workshops, and enhance service offerings.
Key Responsibilities:
- Perform thorough needs assessments and create tailored financial strategies for clients
- Deliver integrated wealth management solutions
- Implement insurance planning techniques
- Keep detailed client records and participate in workshops
- Manage budgets and advocate for service enhancements
Required Qualifications:
- High School Diploma or equivalent
- LLQP and Securities Licenses
- Financial Planning Certification
- At least 2 years of relevant experience
- Understanding of financial markets and the credit union landscape
What We Provide:
- Attractive salary and benefits package
- Opportunities for professional growth and community engagement
For further details, please visit our official website.
We appreciate your interest; however, only candidates selected for an interview will be contacted.
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