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Financial Experience Advisor information

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$36K

$102.1K

$144K

How much do financial experience advisor jobs pay per year?

As of Sep 13, 2026, the average yearly pay for financial experience advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Financial Experience Advisor vs Financial Planner?

AspectFinancial Experience AdvisorFinancial Planner
CredentialsCertifications like CFP, CFA, or similarCertifications like CFP, CFA, or similar
Work EnvironmentFinancial institutions, banks, advisory firmsIndependent practice, advisory firms, or banks
Employer & IndustryFinancial service providers, banks, investment firmsFinancial advisory firms, banks, independent practices

Both roles often require similar certifications and work in financial services environments. However, a Financial Experience Advisor typically focuses on providing clients with tailored financial experiences and product recommendations, while a Financial Planner offers comprehensive financial planning and long-term strategy. The roles overlap in credentials and industry usage, but their primary focus and scope differ slightly.

Can you become a financial experience advisor with no experience?

Becoming a financial experience advisor typically requires some background in finance, customer service, or sales, but entry-level positions may be available for those without prior experience. Employers often provide training and may require relevant certifications or licenses, such as a Series 7 or Series 63, depending on the role and jurisdiction.

What is a financial experience advisor?

A financial experience advisor is a professional who helps clients improve their financial literacy and decision-making by providing guidance on financial products, services, and planning strategies. They often use tools like financial software and require strong communication skills to tailor advice to individual needs.

What cities are hiring for Financial Experience Advisor jobs?

Cities with the most Financial Experience Advisor job openings:

What are popular job titles related to Financial Experience Advisor jobs?

For Financial Experience Advisor jobs, the most frequently searched job titles are:

Financial Experience Advisor Level II - McKeesport

Mckeesport, PA • On-site

Clearview Federal Credit Union
201 - 500 employees
Learn more about Clearview Federal Credit Unionexternal

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Clearview Federal Credit Union rating

8.4

Company rating: 8.4 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

OBJECTIVE
As a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members!  You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions!  Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers.  You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!
 
WORKING HOURS:
Scheduled during the following hours of operation:
Monday - Thursday:  9am - 5pm, Friday 9am - 6pm, Saturday:  9am - 2pm 
 
MINIMUM QUALIFICATIONS
  • High school diploma or equivalent required
  • Minimum six months vault and keyholder experience required
  • Excellent member service skills
  • Ability to build relationships through sales and service
  • Excellent communication skills in person and on telephone
  • Above average knowledge of credit union products and services
  • Demonstrated cross-selling skills
  • Knowledge of lending products
  • Strong analytical skills
  • Proficient computer skills
  • Demonstrates general knowledge of or willingness to learn how AI tools are being used in a responsible way to improve results, adapt workflows, and support a culture of innovation 
  • Detail oriented
  • Ability to maintain accuracy in a fast-paced environment
  • Ability to work flexible hours based on operational needs
 
ESSENTIAL DUTIES AND RESPONSIBILITIES  
  • Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone.
  • Welcome and engage with members as an Experience Coordinator.  
  • Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates.
  • Educate and increase member awareness of all credit union products, services and promotions.
  • Build relationships by educating members and increasing cross sales using Cross-Sale Manager Software.
  • Seize all sales opportunities by utilizing sales and service techniques and conversations.
  • Open and process all new accounts and update account information as required.
  • Verify all new members and/or joint owners following the Customer Identification Program.
  • Maintain thorough knowledge of loan policies, underwriting guidelines and rates.
  • Request and review credit reports, looking for additional loan opportunities to move to the credit union.
  • Provide NADA quotes for autos, boats, aircraft and other secured loans.
  • Provide general information on Real Estate and Business Loans and all services and products provided through electronic means.
  • Support self-service electronic channels at the Financial Center including ATM, Video Teller Machine, and Claire, our digital assistant; Escort the consumer to these components for demonstrations or assisted transactions as appropriate.
  • Provide rate quotes for all loan and savings products. 
  • Process requested transactions/maintenance on member accounts.
  • Review and follow Teller policies and procedures.
  • Process wire transfer requests using electronic on-line form (1st party and repetitive wire transfers).
  • Assist members with problems and complaints providing resolutions.
  • Mail requested information/forms.
  • Ensure delivery and follow up of new accounts, loan applications and problems daily.
  • Participate in departmental campaigns/programs achieving individual and team goals.
  • Partner with the community through charity to support fund raising and volunteering.
  • Attend training sessions and meetings.
  • Keep updated on promotional and marketing mailings.
  • Remain current in policies, practices, trends, technology and information affecting the organization.
  • Lifelong learning through classes/seminars, in-house training, and on-line.
  • Handle other duties as assigned.
     
    VAULT DUTIES
    • Perform opening and closing branch procedures and adhere to security policies. Ensure the branch is in balance at the end of each day.
    • Order cash for branch office and maintain records of the vault and teller station cash balances.
    • Replenish and balance ATM, Cash Dispense/Cash Recycler/Coin machines when required.
    • Monitor cash limits and complete cash drawer audits.
    • Assist tellers in locating cash discrepancies; manages unusual window transactions and answer difficult member questions.
    • Handle exceptions to Policy or Procedures (holds, overrides, etc.).
    • Provide on-the-job training for tellers on as-needed basis. Monitor tellers to ensure compliance with policies and procedures.
    • Make recommendations to Financial Center Manager for continuous improvement and total quality.
    • Perform a variety of member service transactions, such as account holds, stop payment orders, Verification of Deposits and process direct deposit requests.
    • Package and ship excess coin to the Federal Reserve.
    • Verify cash from vault and follow Teller Policies and Procedures.
    • Identify member and process teller transactions.
    • Identify SBO (shared branch) member and process transactions (refer to SBO guidelines).
    • Complete and/or verify credit union forms.  Enter information on computer and/or communicate requests to specialized support department.           
    • Process mail deposits/payments.
    • Open and process business night bags and perform other business account activities as required.
    • Maintain neat appearance of workstations and teller area.
    • Assist in balancing money orders.
    • Balance cash drawer at the close of business.
     
    ALL ABOUT THE EXPERIENCE
    • Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
    • Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond.
    • Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information 
    • Support Clearview’s Commitment to fostering a workplace where every individual feels welcomed, valued, and supported. Embrace and celebrate the unique differences of others, treat all people with fairness and respect, and contribute to an inclusive experience where everyone is encouraged to grow and pursue opportunities that lead to a better life. Understand and champion the belief that a diverse and inclusive workplace is essential to Clearview’s vision and success
      Clearview is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity and/or expression, age, disability, genetic information, familial status, military status, or any other characteristic protected by applicable federal, state, or local law. This commitment applies to all employment practices, including recruitment, hiring, promotion, compensation, benefits, training, and termination. We provide reasonable accommodations as required by law 

      What Clearview Federal Credit Union employees say

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