Top 14 Credit advisor Jobs in Bowling Green, Ky

Wealth Advisor
Service One Credit Union —Bowling Green, KY
- Full-time
- Mid-level
- Finance
- Business development
- Profit sharing
- Health savings account
Quick Apply
13d
Tax Expert - Expert Center (Midwest)
Intuit —Bowling Green, KY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
4d
Student Worker - Advising & Transfer Center (ATC)
Kentucky Community and Technical College System —Bowling Green, KY
- $14 an hour
- Office
- University
- Communication skills
6d
Brain Health / Longevity Registered Dietitian
BetterBrain —United States
- From $50 an hour
- Full-time
- Remote
- Clinic experience
- Mid-level
- Neurology
- Paid training
- Continuing education credits
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Account Service Representative (Personal Banker)
Liberty Federal Credit Union —Bowling Green, KY
Make follow up outbound calls to members to inquire about lending needs. Perform various member transactions such as deposits, withdrawals, and loan payments.
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8d
Director of Marketing
Service One Credit Union —Bowling Green, KY
Proficiency with social media management, content creation, and digital marketing tools. Bachelor's degree in Marketing, Communications, Public Relations, or a…
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Reconciliation Advisor
McKesson —Columbus, OH
Answer inbound calls from existing customers, delivering timely and accurate responses to inquiries. Take inbound phone calls from existing customers to intake…
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Academic Advisor
Columbus State Community College —Columbus, OH
Bachelor’s Degree in education, counseling, human services, or related field. Completes and maintains required documentation, using technology and systems…
$51,101.40 a year

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credit advisor jobs near bowling green, ky

Wealth Advisor

Service One Credit Union -
Bowling Green, KY

Quick Apply

Job Details

Full-time
13 days ago

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Gym membership
Life insurance

Qualifications

Customer relationship building
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Help Members Build a Strong Financial Future

At Service One Wealth Advisors, located within Service One Credit Union, we believe financial guidance is about more than investments-it's about building lifelong relationships and helping members achieve their financial goals with confidence.

We are seeking a Wealth Advisor to serve as a trusted financial partner to our members. In this role, you'll provide personalized investment management, retirement planning, estate planning, and comprehensive financial guidance. Whether you're a new advisor looking to accelerate your career or a seasoned wealth professional seeking the support of an established referral network and client base, this role offers an exceptional opportunity to grow your practice while making a meaningful impact on the financial lives of our members.

If you're passionate about helping people, enjoy developing long-term relationships, and thrive in a consultative environment, we'd love to meet you.

What You'll Do

As a Wealth Advisor, you will:

Develop trusted relationships with credit union members by understanding their financial goals and recommending customized financial strategies.
Provide comprehensive financial planning, investment guidance, retirement planning, and estate planning solutions.
Identify members' financial needs and recommend appropriate investment products.
Service an existing book of business while expanding your client relationships.
Generate new business through internal referrals, community networking, and proactive prospecting.
Partner with branch teams to create referral opportunities and deliver exceptional member experiences.
Meet with members across multiple branch locations as needed.
Participate in community events, financial education seminars, volunteer activities, and business development opportunities.
Maintain current knowledge of financial products, investment solutions, and regulatory requirements.
Ensure compliance with FINRA regulations, company policies, and all applicable laws while maintaining the highest ethical standards.

What We're Looking For

Successful candidates will have:

A proven record of success in investment sales and relationship management.
Strong consultative selling and communication skills.
The ability to simplify complex financial concepts for clients with varying levels of financial knowledge.
Exceptional interpersonal skills with a genuine passion for helping others.
Experience developing new business while nurturing existing client relationships.
Strong organizational skills and the ability to manage confidential information with professionalism.
Self-motivation and the ability to work independently while collaborating with branch teams.

Experience & Qualifications

Required Qualifications:

Bachelor's degree in Finance, Business, Economics, or a related field (or equivalent experience).
Active FINRA Series 7 License.
Active FINRA Series 66 License (preferred) or Series 63 License.
Strong relationship-building, communication, and consultative sales skills.
Self-motivated with the ability to work independently and collaboratively.
Ability to travel between branch locations for member appointments.

Why Join Service One Wealth Advisors?

This is more than a traditional financial advisor role. You'll have the opportunity to grow your practice with the support of a respected credit union and an established member base.

You'll enjoy:

Base Salary + Commission.
A robust internal referral system.
Multiple branch territories with established member relationships.
Strong brand recognition and community trust through Service One Credit Union.
Opportunities to build lasting relationships with current and prospective members.
A collaborative team focused on helping members achieve lifelong financial success.
The ability to make a meaningful impact in the communities we serve.

Quick Apply

Refine Your Search

credit advisor jobs in bowling green, ky

Wealth Advisor

Tax Expert - Expert Center (Midwest)

Student Worker - Advising & Transfer Center (ATC)

Brain Health / Longevity Registered Dietitian

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