Financial Advisor

• Provide comprehensive financial planning services to members and prospective members using a goals-based advisory approach
• Evaluate member financial situations, assets, liabilities, objectives, risk tolerance, and time horizons to develop personalized financial strategies
• Recommend investment and insurance solutions aligned with members' financial goals
• Conduct portfolio reviews and ongoing financial planning discussions
• Educate members on investment principles, retirement planning, wealth accumulation, risk management, and financial planning topics
• Build trusted relationships through proactive communication and exceptional service
• Achieve production goals and service objectives for assigned branches and book of business
• Develop relationships with current and prospective members through referrals, networking, and proactive outreach
• Partner with branch teams to identify financial planning opportunities
• Conduct financial planning seminars, workshops, and educational events
• Maintain member contact to identify emerging needs and additional advisory opportunities
• Manage sales activities, pipeline development, and follow-up efforts
• Represent LMCU within the communities and markets served
• Coach and train branch employees on identifying member needs and referral opportunities
• Support branch sales strategies, financial planning discussions, and member education initiatives
• Collaborate with Mortgage, Business Banking, Premier Banking, Consumer Lending, and other business lines
• Coordinate referrals and information sharing across the organization
• Follow broker/dealer, insurance company, and organizational policies and procedures
• Maintain compliance with laws, regulations, licensing requirements, BSA, USA PATRIOT Act, OFAC, and industry standards
• Support sound risk management practices

• Three to five years of financial advisory, wealth management, investment, or related financial services experience required
• Demonstrated success developing client relationships and achieving sales and production goals
• Experience providing comprehensive financial planning, investment, and insurance recommendations preferred
• Bachelor's degree required or equivalent combination of education and relevant work experience
• Active FINRA Series 7 and Series 63 licenses required
• Series 65 or 66 license required
• Life and Health Insurance licenses required
• Strong understanding of financial planning, investment products, retirement planning, and insurance solutions
• Knowledge of financial markets, portfolio management principles, and risk assessment methodologies
• Proficiency with financial planning software, CRM tools, and Microsoft Office Suite
• Ability to analyze complex financial situations and provide appropriate recommendations
• Strong attention to detail and accurate documentation
• Exceptional relationship-building and consultative sales skills
• Excellent verbal, written, presentation, and interpersonal communication abilities
• Strong member service orientation
• Business development and networking capabilities
• Organizational, time management, and prioritization skills
• Problem-solving, analytical, and critical-thinking abilities
• Ability to work independently while collaborating with cross-functional teams
• Commitment to continuous learning and staying current on financial planning trends, investment products, and regulatory developments
• Ability to communicate complex financial concepts clearly

Demonstrates expertise in comprehensive financial planning, investment strategies, and risk management while building strong client relationships and achieving sales goals. Proficient in utilizing financial planning software and maintaining compliance with industry regulations.

• Financial Planning
• Investment Recommendations
• Client Relationship Development
• FINRA Series 7 License
• Life and Health Insurance Licenses

• Financial Planning
• Investment Strategies
• Portfolio Management
• Risk Assessment
• Sales Activities Management
• Financial Analysis
• Regulatory Compliance
• Wealth Management
• Insurance Solutions
• Financial Markets Knowledge

• Relationship Building
• Consultative Sales Skills
• Communication Abilities
• Problem-Solving Skills
• Organizational Skills

• FINRA Series 7 License
• FINRA Series 63 License
• Series 65 or 66 License
• Life and Health Insurance Licenses

• Financial Services
• Wealth Management
• Investment Products
• Retirement Planning
• BSA Compliance
• USA PATRIOT Act
• OFAC Compliance

• Financial…