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JOB REQUIREMENTS: We currently have a career opportunity for a full-time Associate Financial Advisor in Appleton or Green Bay! The Associate Financial Advisor facilitates and enhances Investment Services opportunities within the organization. This includes identifying sales opportunities, performing account reviews, assisting with financial analysis, coordinating workflow and calendar management for all locations, and completing other requests to ensure the best possible experience for our members and clients. The primary responsibilities of the Associate Financial Advisor role include but are not limited to: Identifying sales opportunities within Fox and coordinating the proper channels to offer the best possible member experience Performing account reviews for current members/clients under the guidance of the primary financial advisor Assisting with financial analysis associated with client meetings Coordinating and managing all aspects of workflow/calendar management for all locations in the assigned markets Ensuring offices are compliant with the latest requirements from the broker/dealer and other regulators Ensuring member/client service requests are completed in a timely manner Assisting with other account/client-related issues that require special attention and/or advanced industry knowledge Candidates for the Associate Financial Advisor position should possess: Maintain FINRA series 6 license (required); series 7, 63, 65/66 licenses preferred Maintain WI life insurance license, including life, health and sickness, variable life, variable annuity (required) Equivalent to a college degree (AA or AS in a relevant field), or equivalent work experience Must understand the securities and insurance industries through work experience and/or the licensing process Ability to work independently with minimal supervision Sales aptitude and/or the ability to adapt to a sales culture Excellent communication and member service skills Excellent computer skills Ability to travel approximately 20% of the time Flexibility to work Saturday hours as needed (9am-12pm) based on member needs Fox Communities Credit Union is a \$2.9 billion in assets community-based credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community. Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, paid time off and caregiver leave! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! If you are enthusiastic about a rewarding career with a successful & growing credit union, apply now! Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities. ***** OTHER EXPERIENCE AND QUALIFICATIONS: Candidates for the Associate Financial Advisor position should possess: Maintain FINRA series 6 license (required); series 7, 63, 65/66 licenses preferred Maintain WI life insurance license, including life, health and sickness, variable life, variable annuity (required) Equivalent to a college degree (AA or AS in a relevant field), or equivalent work experience Must understand the securities and insurance industries through work experience and/or the licensing process Ability to work independently with minimal supervision Sales aptitude and/or the ability to adapt to a sales culture Excellent communication and member service skills Excellent computer skills Ability to travel approximately 20% of the time Flexibility to work Saturday hours as needed (9am-12pm) based on member needs ***** APPLICATIO INSTRUCTIONS: Apply Online: www.foxcu.org