Financial Advisor

Primary Functions

Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.

Duties And Responsibilities

• Meet with existing and prospective clients to promote financial planning and investment services.
• Conduct educational seminars and workshops.
• Present client financial plan and investment proposals in a professional manner.
• Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements.
• Coincide with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
• Track sales, marketing and referrals.
• Provide referrals for other Global Credit Union services as appropriate.
• Participate in the credit union’s business development activities, while seeking and recommending new opportunities.
• Meet production goals.
• Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements.
• Maintain proficiency with organization and program partner systems.
• Perform service calls and special projects when warranted.
• Perform other duties as assigned.

Qualifications

• Education: Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC or CFP designation and bachelor’s degree in Business Administration or other related field preferred.
• Creditable Experience in Lieu of Education: Not Applicable
• Experience/Skills: Three years financial services sales experience. Ability to create and deliver effective messages scaled to the appropriate audience. Must be willing to travel as required.