Gesa Credit Union - Wealth Advisor

Job Overview

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to the clients of Gesa Credit Union. This opportunity invites you to join our employee advisor model as a Wealth Advisor. Gesa’s mission is to serve with understanding, earn trust through integrity, inspire confidence by knowledge, and work passionately for customer, community, and company success.

• Utilize a consultative, holistic approach to the sales process and assessment tools where appropriate.
• Provide comprehensive, needs-based financial solutions to clients by offering a range of investment and insurance solutions.
• Employ ethical business practices to ensure full compliance with regulatory, broker‑dealer, and institutional requirements.
• Deliver a high-quality customer service experience during each customer interaction.
• Build strong relationships with retail branch staff, supporting and motivating their referral efforts.
• Achieve or exceed established sales goals for the assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

• High school diploma or equivalent (Bachelor’s Degree Preferred).
• Minimum of two (2) years investment sales experience (preferably in a financial institution).
• Must maintain Licenses and FINRA registrations:
  Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
• Computer literate with proficiency in Microsoft Office, including PowerPoint.

• Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
• Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
• Excellent knowledge of investment/insurance products and financial planning.

• Strong self-motivation and ability to work independently.
• Excellent verbal, written, and interpersonal communication skills.
• Possess strong organization skills.
• Excellent customer service and business focus with great attention to detail.
• Effective research and analysis skills.

Salary range: $68,640 - $70,000. This position is also eligible to earn sales incentive compensation.

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