Investment Advisor

The Investment Advisor works in a team-based setting working closely with licensed Bankers to look out for our 14,000 members. The ideal candidate for this position is fully licensed and has previous experience promoting insurance and investment products. Ohio CU Financial Services is a wholly owned CUSO (Credit Union Service Organization) of OC Federal Credit Union based in northeast Ohio with branch locations in Cuyahoga, Summit and Stark counties.

We are passionate about assisting our members through life's journey with tailored recommendations. We pride ourselves on people over profit by looking out for our members and always doing the right thing for our members. The ideal candidate for this position is fully licensed and has previous experience promoting insurance and investment products.

Essential Functions and Responsibilities:

• Develop and implement sales strategies to exceed company goals.
• Motivated by finding solutions to member needs and proving WOW member experience.
• Work closely with licensed branch Bankers providing coaching to improve product knowledge and sales technique.
• Refer additional opportunities to the appropriate department.
• Collaborate with Marketing to create promotional materials and schedule regular member financial seminars.
• Analyze market trends to identify ways to assist the Member.
• Ensure compliance with industry regulations and company policies.
• Present a professional appearance as you are the face of the company.
• All other duties as assigned.
• This job description is subject to change at any time