Senior Financial Advisor
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Job Location:
Buffalo, WY - USA
Yearly Salary:
$ 106508 - 138460
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
If you are ready to join a company that truly cares about its employees our members and our community then you have come to the right place!
Summary of Role:
To provide financial services to members of affiliated credit unions and/or outside clientele. Responsible for converting any prospects to Broadview clients. Work proactively to develop and grow the Wealth Management group for Broadview.
Essential Job Functions/Responsibilities:
Provide financial planning and related products/services to members/clients from the approved service offerings of CCFS.
Serve as mentor to Advisory team and coordinate educational training.
Develop and cultivate relationship with potential Wealth Management Clients.
Handle OSJ responsibilities as needed.
Assist with clients referred by Credit Union employees and Broadview operations team as needed.
Provide input for the formulation of Broadviews Business Strategy.
Perform formal presentations of Broadview services to credit union staff SEGs clients and potential affiliated credit unions.
Work with Marketing to create new market opportunities.
Attend strategic Credit Union SEG visits to provide initial responses to inquiries about service opportunities.
Perform regular and accurate record keeping of transactions.
Maintain confidentiality of client files.
Perform other duties or special projects as assigned or required.
Complete and pass courses as recommended by the CIO/Director of Advisory Services and/or licensing authorities.
Minimum Job Qualifications:
Preferred college degree with 7 or more years of related experience or equivalent experience. Licenses required: NYS Life Insurance NYS Accident & Health Insurance NASD Series 6 & 63 Securities Licenses. NASD Series 7 license. Work towards obtaining advanced financial designation.
Excellent mathematical ability
Excellent computer skills including knowledge of spreadsheets
Excellent communications ability both oral and auditory
Excellent interpersonal skills
Ability to prioritize and change directions as needed
Strong organizational skills
Excellent presentation skills
Starting Compensation: $106508-$138460 annually plus a competitive benefits package.
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race creed color national origin religion sex age veteran status disability genetic information gender identity or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those whohave special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process please contact us at
Required Experience:
Senior IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
Welcome to Broadview Federal Credit Union. Here, the big picture is all about you. Broadview is devoted to your financial well-being, the strength of our communities, and employees who deliver on the values we share.
