Associate Wealth Advisor
Associate Wealth Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Liberty FCU a fullservice credit union is currently seeking a professionalAssociate Wealth Advisorto join the credit unions wealth management team (Liberty Wealth Services). The successful candidate must build strong relationships and provide excellent service to members clients credit union staff and any affiliated company. Applicants must have excellent written and verbal communication skills and have the ability to generate business inside and outside of the credit union membership. Candidates must be able to work effectively in a team environment and independently. Gaining knowledge of Liberty Wealth Services and the credit unions products and services is essential to candidates success. Applicants must acquire the series 7 66 and 63 licenses as well as life and health within 6 months. Study time and study program will be provided. If interested please proceed by clicking apply.
Duties and responsibilities include but are not limited to the following:
- The ability to service an existing book of business upon hire.
- Gain full understanding of credit union members financial and personal goals and put the customer needs first while working with them to identify execute and follow up on opportunities to gather additional client assets.
- Meet and profile prospective clients review investment goals prepare presentations recommend investment products follow up on client contacts and help customers meet their needs through the sale of investment and securities products.
- Build strong relationships with members within the credit union profile and execute on new business effectively work an existing book of business assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
- Adhere to allFinancial Industry Regulatory Authority(FINRA) and insurance rules and regulations as well as to all company policies.
- Achieve sales and revenue goals and meet certain professional growth and development goals.
- Organize and assist with the delivery of branch seminars and ensure appropriate followup from these events.
- Participate in of local marketing development plan.
- Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.
- The opportunity to create client solutions without proprietary products.
Job Requirements:
- Completed/Passed SIE course and exam
- FINRA Series 7 Series 6 and 63 registrations required; IAR 65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred
- Life/health and variable insurance licenses or the ability to obtain within 6 months
- Three years financial services sales and/or service experience preferred
- Strong people sales and relationship skills
- Proven verbal and written communication skills
- Selfstarter eager to develop and expand knowledge
Liberty Wealth Services brokers through LPL this partnership includes:
- Access to LPL proprietary technology and a suite of customized services
- An open architecture platform with access to thousands of investment products from leading thirdparty product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your clients goals
For individuals new to this role:
- Have a satisfactory background check and securities registration with our licensed brokerdealer and/or verify all required insurance licensing.
Benefits and Compensation:
- Paid Holidays
- Paid Time Off (Vacation Sick and Personal Days)
- Medical Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
Liberty FCU is an Equal Opportunity Employer Minority/Female/Disability/Protected Veteran.
Required Experience:
IC
Employment Type
Full-Time
