Gesa Credit Union - Wealth Advisor
Core
Wealth Advisor delivering investment and insurance solutions to credit union members via a consultative, needs-based approach.
Role type
Wealth Advisor (Financial Advisor)
Builds
Non-Deposit Investment Products (NDIPs), brokerage accounts, and insurance policies for retail clients
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investment sales, financial planning, regulatory compliance, relationship building, product knowledge (brokerage/insurance), sales goal achievement
Preferred skills
Sales results in financial institutions, knowledge of bank-based investment market, financial planning expertise
Technologies
Microsoft Office (PowerPoint), broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, provide comprehensive financial solutions, build relationships with branch staff, meet sales goals, ensure regulatory compliance
Seniority
Individual Contributor (IC), entry-to-mid level