Financial Advisor (On-Site in Syracuse, NY)

About the role

The Financial Advisor role at Empower FCU provides financial management advice, products, and services to members and the general public. Key responsibilities include financial planning and member engagement, marketing materials coordination, proactive client outreach, operational and system support, and seminar and presentation coordination.

Responsibilities

• Meet with members and potential members to evaluate and provide financial planning solutions.
• Recommend appropriate investment and insurance products tailored to individual needs.
• Offer sound investment guidance in alignment with members' financial goals.
• Maintain updated supplies of prospectuses and approved advertising materials.
• Clock in and out for material approvals and updates with the EFCU Marketing Department and LPL Financial.
• Increase production by proactively contacting established members and scheduling appointments to present and sell additional financial products and services.
• Support system functions to improve overall team efficiency.
• Provide relief and back-up for the Investment Services Operations Administrator as needed.
• Organize and conduct seminars and presentations for groups of members.
• Introduce new products, explain investment concepts, and expand business opportunities.
• Maintain up-to-date knowledge of and adhere to all FINRA regulations.
• Ensure compliance in all financial advisory activities.
• Perform all other duties as assigned.

Requirements

• Experience: 1 to 3 years of similar or related experience in financial advisory services, including client management, financial analysis, and/or sales development.
• Education: A college degree or equivalent education/experience is required for this position. Candidates must hold one of the following licenses: Series 66 and Series 7. Life, Accident, and Health licenses are preferred but not required.
• Skills: High-level proficiency in communication, both verbal and written. Strong organizational skills and attention to detail in managing multiple client accounts and responsibilities. Advanced computer skills, including proficiency in financial software, office applications, and data management tools. Ability to work both independently and collaboratively within a team environment. Exceptional time management skills with the ability to meet deadlines in a dynamic work environment. Frequent communication with clients, colleagues, and stakeholders, requiring strong interpersonal skills. Ability to travel frequently to various branch locations for meetings, presentations, and client consultations.

Qualifications

A college degree or equivalent education/experience is required for this position. Candidates must hold one of the following licenses: Series 66 and Series 7. Life, Accident, and Health licenses are preferred but not required.

Skills

• High-level proficiency in communication, both verbal and written.
• Strong organizational skills and attention to detail in managing multiple client accounts and responsibilities.
• Advanced computer skills, including proficiency in financial software, office applications, and data management tools.
• Ability to work both independently and collaboratively within a team environment.
• Exceptional time management skills with the ability to meet deadlines in a dynamic work environment.
• Frequent communication with clients, colleagues, and stakeholders, requiring strong interpersonal skills.
• Ability to travel frequently to various branch locations for meetings, presentations, and client consultations.

Benefits

• Medical and Dental Insurance
• 401K with Employer Match
• Holiday Pay
• Paid Time Off
• and more!

Pay

The annual salary range for this position is: $51,766.62-$77,649.94.

Schedule

This role is based in Syracuse, NY, and requires on-site presence at our Empower FCU Investment Services offices, along with frequent travel to our Empower FCU branch locations.