Financial Advisor, AA Credit Union Financial Services Program

Recruiter
American Airlines
Date posted
10 Nov 2017
Location
United States
Base
Chicago, IL, US

Aviation job details:

Location: Chicago O'Hare Intl Apt (ORD-TRML) 
Additional Locations: None
Requisition ID: 13319 

Job Description

American Airlines Federal Credit Union, well known for its financial leadership, innovation and service, has an opening for a Financial Advisor in the Flagship Financial Group located in Chicago, Illinois. This position will be responsible for providing financial planning, financial advice and investment management to serve the needs of the members of American Airlines Credit Union. The Financial Advisor assesses members’ investment portfolios, financial objectives and provides guidance to the member on successfully achieving those objectives.

 

Principal Duties and Responsibilities

  • Works as a team member within the Credit Union and Flagship Financial Group
  • Analyzes and evaluates member’s  financial situation to make recommendations that are aimed at reaching goals, keeping experience, risk tolerance, age and tax bracket in mind at all times
  • Responds to all referrals from others in the Credit Union to determine if non-deposit investment products can help referred members reach their goals
  • Meets with all client members at least annually to determine if goals/situations have changed and recommend adjustments to their holdings accordingly; Provides formalized financial plans to members to assist them in achieving and monitoring progress towards their financial goals
  • Collaborates with departments of the Credit Union to create a team environment and meet the needs of each member. This includes referring members to other areas, as appropriate. Provides feedback to referring individuals and departments on the status of the referral
  • Contacts existing and prospective members in a tim
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