Financial Advisory Services Specialist - Investment/Trust/Estate Planning Focus

Provide financial advisory services to credit union members, focusing on life insurance, investments, trust services, and estate planning. You will explain products, open accounts, and refer members to appropriate specialists while collaborating with internal teams and ensuring compliance with regulations. This role requires strong communication and problem-solving skills to help members achieve their financial goals.

• Provide direct financial advising on life insurance, investments, trust, and estate planning
• Explain products and services, write policies, and open new accounts
• Assist members through in-person, phone, and digital channels
• Collaborate with other specialists and internal departments
• Maintain knowledge of credit union products and services
• Comply with all policies and regulatory requirements