Financial Advisor

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
• Coordinate 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

• 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
• 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