Wealth Advisor

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.

• 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.

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 and/or certificates such as an MBA, CFP, CHLU or CHFC. Proven leadership in regards to training and developing lesser experienced staff members and Licensed Branch Employees. Proven history of consistently exceeding annual goals. Ability to effectively communicate and coach while responding to all member inquiries in an efficient manner.
  
  Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities. Thorough understanding of…