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You will act as a vital point of contact for Investment & Retirement Services clients, expertly assisting with IRA transactions, rollovers, transfers, and account inquiries, ensuring exceptional customer service throughout every interaction. This position is perfect for someone who loves building relationships, enjoys providing financial services, and thrives in a fast-paced, client-focused environment, contributing to the overall growth and success of our clients' financial journeys.

Career Growth Opportunity - Kohler Credit Union - Investment & Retirement ServicesStarting your career after graduation and looking for a role where you can grow professionally, build real-world experience, and make an impact? You will gain hands-on experience in the investment and financial services industry while working closely with experienced Financial Advisors and developing the skills needed to grow into an advisor or leadership role.Why Join Kohler Credit UnionAt Kohler Credit Union, we believe in investing in people early in their careers. Whether you are a recent graduate or someone looking to begin a long-term career in financial services, you will be supported through mentorship, training, and ongoing professional development opportunities. We prioritize work-life balance and offer a competitive starting wage of $23 - $26 per hour, along with comprehensive benefits including medical, dental, vision, a 401(k) plan, generous paid time off, and tuition assistance. You will thrive in a collaborative environment where professional development, learning, and making a meaningful impact for our members and community are part of every day.Your day to day as an Investment Program AssociateAs an Investment Program Associate at Kohler Credit Union, your day will be a dynamic blend of client support and financial operations, all while fostering teamwork. You will act as a vital point of contact for Investment & Retirement Services clients, expertly assisting with IRA transactions, rollovers, transfers, and account inquiries, ensuring exceptional customer service throughout every interaction. Supporting Financial Advisors will be a key part of your role as you coordinate schedules, prepare client documentation, and maintain comprehensive CRM records, all while adhering to financial regulations. Additionally, you'll collaborate with marketing and branch teams to enhance client outreach, organize retirement seminars, and promote financial wellness events.This position is perfect for someone who loves building relationships, enjoys providing financial services, and thrives in a fast-paced, client-focused environment, contributing to the overall growth and success of our clients' financial journeys.Qualifications<ul><li>2+ years of experience in financial services, banking, investments, or client service preferred; relevant internship experience will also be considered.</li><li>Associate's or Bachelor's degree in finance, business, or related field (preferred)</li><li>Series 6 license preferred (or willingness to obtain additional licenses)</li><li>Strong organizational and communication skills</li><li>Ability to manage multiple priorities and deadlines</li><li>Interest in long-term career growth in the investment industry</li></ul>About Kohler Credit UnionKohler Credit Union is committed to helping our members achieve financial success while supporting the communities we serve. We invest in our employees through development opportunities and career growth pathways.Apply today to start building your future in the investment industry!Applicants must be authorized to work in the United States without current or future visa sponsorship.

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Investment Program Associate Kohler Credit Union

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