Financial Advisor

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Full Time Basking Ridge, NJ, US

Salary Range: $24,000.00 To $24,000.00 Annually

Affinity Federal Credit Union is seeking an experienced Financial Advisor to join our growing Affinity Investment Services (AIS) team to cover theFlemington, Denville and New Providence, NJ territories.

As an Affinity Financial Advisor, you will have the opportunity to build and grow your practice while serving an established membership base and working within a trusted financial institution.

Financial Advisors help improve the financial lives of Affinity members and the communities we serve by providing personalized, needs-based investment and insurance advice designed to help clients achieve their financial goals.

This is an opportunity for an experienced Financial Advisor who wants the entrepreneurial opportunity of building a successful practice with the support of a financial institution and established member relationships.

You will have access to:

• An established Affinity membership base and branch referral opportunities
• Three branch locations within your assigned territory
• Support from branch and Member Service Center teams
• Affinity Investment Services and LPL Financial resources and technology
• Opportunities to develop relationships through branch training, community outreach and financial education
• The ability to provide comprehensive investment and insurance solutions
• The opportunity to build long-term client relationships while growing your business

• Generous commission structure
• Forgivable and non-forgivable draw options
• Competitive opportunity for income growth based on production and client development

Three Affinity locations — Flemington, Denville (located within St. Clare's Hospital), and New Providence.

• Interview and advise Affinity members regarding investment and insurance products and services.
• Develop a comprehensive understanding of each client's financial picture, including assets, liabilities, existing insured and uninsured products, needs and financial objectives.
• Provide suitable investment and insurance recommendations consistent with client needs and objectives.
• Build and maintain long-term client relationships through ongoing communication, service and financial education.

• Develop and maintain strong relationships with Affinity branch, Member Service Center (MSC), CUMAnet employees and external referral sources.
• Nurture, coach and recognize referral partners to create a consistent pipeline of qualified client opportunities.
• Participate in an integrated marketing program including branch training, relationship development, telephone solicitation, individual and group presentations, direct mail, email campaigns, follow-up calls and other prospecting activities.
• Identify opportunities to deepen client relationships and expand the Affinity Investment Services client base.
• Cross-refer clients and members to appropriate Affinity products and services.

• Open customer accounts, initiate and confirm customer orders, maintain customer files and records, and prepare required reports.
• Maintain full compliance with Affinity Investment Services and LPL Financial policies and procedures.
• Maintain required sales logs and compliance documentation.

• Act as a registered representative and licensed insurance agent through LPL Financial.
• Perform all duties in accordance with Affinity Investment Services and LPL Financial policies and procedures.
• Strictly adhere to applicable FINRA and SEC rules, regulations and…