Wealth Advisor

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As a member of Mountain America’s wealth management team, you will collaborate with MACU branches and with a third-party broker dealer to provide comprehensive wealth management solutions to our members. This role is pivotal in delivering personalized financial guidance, enhancing member relationships, and assisting them with defining and achieving their financial dreams.

The Wealth Advisor II role is responsible for supporting 2 or more Mountain America branches and for showing proficiency in the following areas:

• Member Engagement:
  Maintain and deepen long-term relationships with credit union members, understanding their financial needs, goals, and risk tolerance. This calls for periodic reviews and providing education to members. Document all interactions within a CRM system and follow up promptly on all member inquiries. Financial Planning:
  Develop comprehensive plans that align with members’ objectives, including retirement planning, education funding, tax considerations, estate planning, and insurance needs. Acting in a fiduciary capacity, make product recommendations to improve the financial situations of members and monitor for changes as needed.
• Sales and Business Development:
  Identify opportunities to grow the wealth management program and the overall credit union, including cross-selling credit union products and services and generating referrals. Maintain productive relationships with the branches you serve and educate branch partners on wealth management principles to encourage branch referrals.
• Compliance:
  Adhere to all regulatory requirements and ethical standards, maintaining a high level of professionalism and integrity in all member interactions.
• Maintain accurate and up-to-date records of member interactions and financial plans in accordance with compliance and broker dealer requirements.
• Growth and Development:
  Continually enhance skills and stay updated on industry trends to provide cutting-edge financial advice and solutions.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Minimum of 3 years of relevant experience or completion of an accredited college program.

Education

An bachelor’s degree from an accredited institution, or enrollment in an accredited college program, or 3 years in a related field

Licenses/Certifications

Required:

SIE (Securities Industry Essentials), Life Insurance, Series 7, and Series 63 & 65 (or 66 in place of 63 & 65).

Certificates such as an MBA, CFP, RICP, CHLU or CHFC preferred

Computer/Office Equipment Skills

Advanced Microsoft Office Suite, Outlook, ability to learn applicable software required for role.

Managerial Responsibility

Has no managerial/ supervisory responsibilities.

Language Skills

Must have the ability to read and interpret documents such as safety rules, operating and maintenance instruction, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of employees, members, or clients.

Other

Skills and Abilities

Experience providing investment guidance and advice to members.

Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.

Degrees…