Centralized Wealth Advisor
Centralized Wealth Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
Please reference the schedule and minimum qualifications listed below before applying.
If you need assistance with filling out our application form or during any phase of the application interview or employment process please notify our Human Resources Team atoption 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
We are looking for a Centralized Wealth Advisor (based out of Salt Lake City) to join our Mountain America Investment Services team. This position serves Mountain Americas retail and small business members. With presence in Utah Idaho Arizona Nevada and Montana an Inhouse Virtual Wealth Advisor offers financial products to help our members define and reach their financial goals. All products and services are offered through LPL Financial which is an independent broker/dealer firm Member FINRA/SIPC.Job Description
LOCATION
Tanner Building In Office:
7167 S Center Park Drive
West Jordan UT 84084
SCHEDULE
Full Time; MondayFriday 9:00am6:00pm
To be effective an individual must be able to perform each job duty successfully:
- Service members and accounts assigned from within the investment program
- Work inperson and conduct member appointments virtually utilizing all the firms remote delivery tools
- Call on referrals and existing members with the goal of scheduling member appointments
- Conduct daily member meetings and assess their unique financial situation (i.e. profiling suitability check risk questionnaire beneficiary review) then develop a financial plan which may include an investment strategy to implement
- Execute recommendations by documenting member interactions preparing paperwork placing trades opening/servicing accounts ensuring all paperwork is in good order coordinating signatures submitting referrals to business partners
- Ask member questions to uncover additional financial needs
- Service and perform periodic reviews of existing member accounts and meets virtually with members to ensure investment objectives and goals are progressing according to plan
- Stay current and analyze market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market
- Resolve notifications
- Receive assign and manage team tasks to ensure a high level of member service
- Maintain team CRM data
- Maintains compliance to all credit union and brokerdealer policies and procedures
- Ensures high member satisfaction
- Supports revenue and expense controls for the wealth management team
- Networks with MACU and nonMACU business partners
- Champions all wealth management marketing campaigns including all credit union campaigns
- All other duties as assigned
KNOWLEDGE SKILLS and ABILITIES
The requirements listed are representative of the knowledge skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
2 years previous experience providing investment/insurance products to members
Education
4year bachelors degree in business or finance or 2 additional combined years in an investments environment
Licenses Certificates Registrations
Clean U4
FINRA Series Licenses SIE 7 63 & 65 (or 66 in place of 63 & 65; State Life Insurance license required.
Certificates such as an MBA CFP RICP CLU or CHFC preferred
Computer/Office Equipment Skills
Advanced Microsoft Office Suite Outlook ability to learn applicable software required for role.
Managerial Responsibility
Has no managerial/supervisory responsibilities.
Language Skills
Must have good member service communication and presentation skills
Other Skills and Abilities
Ability to effectively communicate and coach while responding to all member inquiries in an efficient manner.
Superior sales skills and have a command of all aspects of investment and insurance products.
Thorough understanding of economic principles and compliance standards
Demonstrates proven ability to adapt and respond appropriately to changing work demands.
Ability to multitask many high priority tasks
***This Job is not eligible to be performed in Colorado or Connecticut either remotely or inperson.***
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
