Job Detail

Consistently delivering world-class member service includes providing sound advice in order to improve the financial well-being of our members. As our newest Financial Advisor, you will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial

Consistently delivering world-class member service includes providing sound advice in order to improve the financial well-being of our members. As our newest Financial Advisor, you will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

The daily duties

As part of our Financial Advisor team, you will work closely with our members on a day-to-day basis in order to assist them in working toward realizing their individual financial goals. You will build solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations. Your extensive knowledge and experience will assist you in providing solutions and advice that improves the financial well-being of our members. You will help to educate our members on the value of our products and services, and strive to provide the most up-to-date and relevant financial information available. You will continually seek and identify opportunities for improvements and efficiencies in our processes and procedures. You will work collaboratively to support both individual and team projects. Overall, you will be a trusted, reliable, honest, and dedicated financial partner for our members, and for your Conexus teammates.

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