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Financial Consultant

Notre Dame Federal Credit Union


Company Overview: Notre Dame Federal Credit Union humbly began in 1941 as a conversation between two professors form the University of Notre Dame. Now, over 75 years later, we have grown into a national, award-winning financial institution serving over 56,000 members worldwide. We consider our partners (employees) to be one of our greatest assets to this success. We strive to make great things happen for our members and partners by changing one life every day. If you share that same passion for making an impact on someone’s life, you should apply to join the Notre Dame FCU family.
Industry: Financial
Location:
Notre Dame, IN

Job Description:

This position helps design, implement and communicate financial programs for members of our Credit Union. They may confer with partners as well as members in person or over the phone as they assist members for financial security. This position explains the complicated nature of investment, insurance and retirement packages to members/partners in a clear, concise fashion. This position will file and process any documentation in accordance with federal and company regulations. This position will also frequently manage electronic databases and work with complex spreadsheets. Financial plans have many options, so this position is able to explain and design plans that work best for our members’ future plans.

 

ESSENTIAL DUTIES & RESPONSIBILITIES:

This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of Notre Dame Federal Credit Union in a positive manner.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The duties identified below are the essential functions of the position and other duties may be assigned.

    • Successfully build and maintain client-member bases, keeping current member financial plans up-to-date and recruiting new members on an ongoing basis.
    • Contact members periodically to determine if there have been changes in their financial status.
    • Devise debt liquidation plans that include payoff priorities and timelines if necessary.
    • Clearly explain and accurately document for members the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor. Also, explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
    • Guide members in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills. Implement financial planning recommendations, or refer members to someone on the team who can assist them with plan implementation.
    • Interview members to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Prepare and interpret for members’ information such as investment performance reports, financial document summaries, and income projections.
    • Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
    • Recommend strategies members can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning. Research and investigate available investment opportunities to determine whether they fit into financial plans.
    • Analyze financial information obtained from members to determine strategies for meeting members' financial objectives. Answer members' questions about the purposes and details of financial plans and strategies. Review members' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
    • Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
    • Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of insurance packages.
    • Meet with members' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand members' financial goals and circumstances.

 

Job Requirements:

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

EDUCATION AND/OR EXPERIENCE:

  • A Bachelor’s Degree in business, economics, finances or human resources from an accredited college.
  • Two to three years’ experience in the financial and/or Retirement Field is required. Candidates may also choose to take additional professional courses in mathematics and data management.
  • We prefer individuals who have passed the Series 7 examination from the Financial Industry Regulatory Authority and are registered as a general securities representative.

Retirement specialists may also choose to earn one of many voluntary certifications available for this field. For example, the American Society of Pension Professionals and Actuaries offers the Qualified Plan Financial Consultant (QPFC) and the Certified Pension Consultant (CPC) credentials (www.asppa.org). Applicants for the QPFC credential need to have three years' retirement plan work experience and pass a series of specialty examinations. The CPC credentialing process also requires three years of relevant work experience, as well as successful completion of eight exams. Both credentials have continuing education and annual renewal requirements.

To Apply for this position:

Please apply via our website at https://www.notredamefcu.com/about-us/careers.

Relevant Military experience is considered for veterans and transitioning service men and women. Notre Dame FCU is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran.



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