Senior Financial Advisor
Content + Source + Freshness • 11 Dec 2025 • 95% confidence
Offer value
A high value score is attributed to the comprehensive role of Senior Financial Advisor, which involves significant responsibility and potential for career growth in financial services.
- Strong earning potential with commission-based compensation
- Significant role in developing client financial strategies
- Growth opportunities within the financial services industry
- Requires dedication to ongoing education and licensure
Pros
- Opportunities for substantial commission through sales of investment and insurance products
- Development of financial expertise and coaching skills
- Strong organizational support from Wright-Patt Credit Union
Cons
- High pressure environment with performance metrics
- Potential inability to work fully remotely
Who it's for
Mid-Level / Senior • On-site with some remote opportunities
Good fit
- Experienced financial advisors
- Professionals eager to mentor and develop others
- Candidates passionate about client service in finance
Not recommended for
- Entry-level financial players
- People seeking minimal client interaction
- Candidates who prefer remote work arrangements
Motivation fit
Key skills
About the job
The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products. This includes retirement planning, investment planning, college planning, estate planning and insurance needs. The SFA has general responsibility for developing and executing a business plan to grow their market and their team. The SFA also identifies member-owner needs and provides solutions in order to deliver an ever increasing level of service and economic value to member-owners.
- Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and/or credit union products.
- Sells investment and insurance products to member-owners.
- Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved.
- Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads.
- Conducts regular training of member center partner-employees on investment and insurance products.
- Conducts educational seminars related to financial planning topics.
- Coaching and developing the Financial Advisor assigned to the territory. This includes support in member center training, Investment Product training and specific investment recommendations.
- Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
