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Financial Advisor

Financial Advisor

Atria Wealth SolutionsMarion, IN, US
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Financial Advisor Position

Through its relationship with CUSO Financial Services, LP (CFS), Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others?

The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members, therefore, the Advisor will travel to meet with members in the membership counties.

  • Field of membership counties : Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells

Reasonable Accommodations Statement : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions :

  • Connect with members and prospective clients via telephone calls and in person.
  • Analyze data collected from members in order to develop a financial plan that meets the member's specific needs.
  • Conduct annual reviews with each client.
  • Develop, submit to Credit Union Service Organization for approval, and present education seminars / workshops on topics of interest to members.
  • Assist in the development of a marketing plan for products and services offered through Credit Union Service Organization (CUSO).
  • Become familiar with all products and services offered through the credit union and cross-sell as the opportunity arises.
  • Records all sales, transactions, and pertinent conversations are documented.
  • Keep prospectus and sales literature stocked and current.
  • Compile monthly activity and sales reports for Via Credit Union as well as quarterly and annual production reports.
  • Maintain member files.
  • Oversee signature guarantee program and maintain logs.
  • Maintain Investment Department website.
  • Ensure the Investment Department is in compliance with FINRA.
  • Maintain advertising and complaint files as required by the FINRA.
  • Be prepared for compliance audits by the state or Credit Union Service Organization and correct any deficiencies.
  • Complete continuing education to maintain licenses.
  • Compile production and marketing projections, in December, and develop an Investment Department budget for the next year.
  • Promote and exemplify Via CU's commitment to members through great service.
  • Interface with other departments as needed.
  • Build strong relationships with all members, staff, and prospective members.
  • Keep key employees informed and educated so they can promote the products and services the Investment Department has to offer.

    • Position Requirements and Qualifications :

    Education : High School Diploma or equivalent required; bachelor's degree preferred

    Experience :

  • 2 or more years of sales experience in the financial services industry, preferably in a bank or credit union.
  • Technical knowledge about various insurance and investment vehicles with regards to tax implications
  • Knowledge of Social Security, Medicare, and Medicaid

    • Computer Skills :

  • Word and Excel
  • Computer literate

    • Certifications & Licenses :

  • FINRA Series 7, 63 / 65 (or 66) securities licenses (or better)
  • Life and Health Insurance licenses
  • License in long term care and P & C preferred
  • Clean U-4 and Background
  • Certified Financial Planner (CFP) designation preferred
  • Valid driver's license, must be insurable

    • Expectations :

  • Demonstrate and consistently model the Via CU brand based on the mission, vision, and values.
  • Demonstrate honesty and integrity and be seen as credible in the workplace.
  • Accept responsibility and be accountable for your actions.
  • Demonstrate ability to take care of the members' needs while following company procedures, maintain confidentiality, demonstrating the ability to handle sensitive matters.
  • Demonstrate and model strong interpersonal skills, maintain a positive and respective attitude.
  • The ability to formulate sound decisions using the available information.
  • Act as a role model within and outside of the department.
  • Adhere to company policies and procedures, maintaining confidentiality, and demonstrating the ability to handle sensitive matters.
  • Excellent organizational skills and initiative to improve processes.
  • Communicate regularly with department head about issues.
  • Demonstrate flexible and efficient time management, ability to work independently and prioritize work and complete within given deadlines.

    • Physical Demands :

    N (Not Applicable) Activity is not applicable to this position. O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs. / day) F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs. / day) C (Constantly)Position requires this activity more than 66% of the time (5.5+ hrs. / day) Occasionally : Reach above Shoulder, Squat or Kneel, Lift / Carry over 20 -100 lbs. Frequently : Reach Outward, Bend, Lift / Carry and / or Push / Pull 11-20 lbs. Constantly : Sit, Stand, Walk, Manually Manipulate, Visual Accuity, Talk, Hear / Listen, Lift / Carry 10 lbs. or less, Push / Pull 12 lbs. or less Not Applicable : Crawl, Climb

    Work Environment :

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate.

    EOE

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    Financial Advisor • Marion, IN, US

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