Financial Member Experience Advisor

Calling All Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you'll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn't just a job – it's a chance to make an impact. In this role, you'll: Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed. Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team's performance. Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what's best for the member. Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You'll Bring We're looking for someone who thrives on building connections and delivering results. You'll need: Proven experience in financial services and advising affluent clients. Exceptional communication skills and a passion for delivering world-class service. A leadership mindset and a desire to make a difference – not just in members' lives but within your team and community. A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don't just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you'll find: A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose. A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others. As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let's create something extraordinary.

For more than 50 years, Partners Federal Credit Union has delivered The Partners Difference to our more than 175,000 members, with the highest levels of service, value, access and convenience. Plus, a full array of financial products you'll find at the biggest banks, including savings, checking, loans, wealth management and the latest in innovative account access. And always with an exclusive connection to The Walt Disney Company that ensures a level of quality unsurpassed in banking. Named one of the 2019 "Best Credit Unions to Work For" by Credit Union Journal, Partners is truly Cast Members serving Cast Members, creating a genuine bond and commitment to service that no other financial institution can match. Join and discover that at Partners, we honor membership for life — because members can confidently rely on us at every stage of it. And because of our connection to The Walt Disney Company, every person who works for Partners is also a Disney Cast Member/employee.