Summary
As a Wealth Advisor, you play a pivotal role in helping our members achieve their long-term financial goals. You'll develop customized financial plans and offer investment recommendations to support their financial future.
Duties & Responsibilities
- Analyze investment strategies and provide well-informed recommendations to our members.
- Achieve sales / production goals to ensure revenue projections are met.
- Stay abreast of the investment tools and services available that can maximize performance.
- Ensure business activities and investment recommendations are in compliance with rules and regulations.
- Initiate outbound calls to members sourced from various lead lists and cultivate referrals from credit union employees.
- Attend credit union functions and other community meetings, as necessary.
- Promote honest and open communication and demonstrate behaviors that align with the credit union's values and leadership characteristics.
- Collaborate with other credit union departments to ensure the workflow and processes deliver the best possible service to our members.
Requirements
Education and Experience
- Bachelor's degree and a minimum of two years experience in a related investment role is required.
- FINRA Series 7 & 66 strongly preferred (63 & 65 licensing can be in place of 66).
- Previous investment experience in a bank or credit union environment is preferred.
Knowledge, Skills and Abilities
- Strong knowledge of managing financial investments and appropriate investing regulations.
- Understanding of credit union operations.
- Exceptional customer service skills, including effective follow-up.
- Strong analytical abilities, enabling you to define problems, collect data, establish facts and draw valid conclusions, with the capability to handle both abstract and concrete variables.
- Effective public speaking skills for addressing to groups of staff and members when necessary.
- Exceptional written and verbal communication skills, with a proven ability to articulate ideas clearly and persuasively in both written documents and verbal discussions.
- Ability to resolve interpersonal conflict and miscommunications.
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