Midale Investment Financial Advisor Role

Join Conexus as a Financial Advisor in Midale, where you will guide members toward their investment goals. Collaborate through financial planning and investment product offerings.
In this full-time role, you will focus on building relationships with your assigned members and understanding their unique financial objectives. You'll specialize in investment options, particularly mutual funds, and deliver tailored solutions to enhance each member's financial journey while also ensuring compliance with operational policies.
Key Responsibilities:
• Support members in achieving their financial goals
• Provide a variety of investment account options
• Educate members through outreach initiatives
• Document processes with accuracy and timeliness
• Represent Conexus to promote growth and collaboration
Requirements:
• Experience in Financial Advisory (2-3 years)
• Needed registration for Mutual Fund sales
• Familiarity with sales strategies is valued
• Progress...