VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA

Essential Duties And Responsibilities

• Possessing the ability to establish value-added relationships with VACU members, understanding their financial needs, and offering solutions.
• Prospecting within the financial institution by establishing relationships with other client-facing associates to generate referrals, performed weekly, about 20% of the time.
• Prospecting outside the financial institution to build external referral sources and bring new clients to the bank, performed weekly, about 15% of the time.
• Selling effectively by establishing relationships with customers, determining their needs, and offering appropriate solutions, performed daily, about 35% of the time.
• Engaging in customer relationship management activities to increase wallet share per client and seek cross-referral opportunities to other associates within the bank, performed weekly, about 20% of the time.
• Completing required BSA/AML training and other compliance training as assigned, performed as needed, about 10% of the time.

Requirements

• Broad knowledge of fields such as accounting, marketing, business administration, finance, etc.
• Educational background equivalent to a four-year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience.
• Outstanding verbal, written, and listening communication skills.
• Superior customer service skills.
• Master at building relationships with customers.
• Able to quickly compile, verify, and calculate information to provide solutions and recommendations.
• Product knowledge.

Benefits

• Full package includes health and retirement benefits, and life and long-term disability insurance.
• Virginia Credit Union offers a challenging and rewarding work environment and is committed to maintaining an atmosphere that promotes teamwork and continual improvement.
• Virginia Credit Union is an Equal Opportunity Employer.
• Ameriprise Financial offers comprehensive employee benefits, branding opportunities, and proven turnkey marketing programs.
• Financial advisors in the managed program may enjoy comprehensive up-front bonus programs, peer-to-peer mentoring, and training and coaching, including CFP® certification support.