At Nusenda Credit Union, our commitment to excellent member service, care for our community, being an employer of choice, and offering flexible products and services have always been our priorities. With 210,000+ members, 600 employees, and 21 branches, we are the largest not-for-profit financial cooperative in NM.
We have been voted one of the Top Workplaces and Healthiest Places to Work for multiple years! Being part of our credit union means being part of our community through The Power of WE.
If integrity, dedication, and a commitment to serving others is part of your DNA, we encourage you to review our list of open positions and apply today. We look forward to growing our Nusenda family!
We are currently looking for a Sr. Investment Advisor to join our Investment Resource Group. In this position, you will provide a value-added service to credit union members regarding investment advice and counsel. Conduct needs assessment with members/clients to understand their current financial position and future financial goals. Present, open, and service relevant investment, insurance, and/or retirement products. Act in the best interest of the member/client regarding product and service options. Conduct regularly scheduled portfolio reviews with assigned clients to monitor client progress toward financial goals. Develop member/client referral sources from credit union departments, Select Employer Groups, and in the community. Products offered by Investment Services are through an affiliated broker-dealer, CUSO Financial Services, L.P. (“CFS”), and are not insured deposits of the credit union.
What you'll do:
What you'll need:
Key Skills and Experience:
For immediate consideration please apply online at: https: https://www.appone.com/MainInfoReq.asp?R_ID=3604172
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
**Representatives are employed by Nusenda Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.
This position is currently accepting applications.