VACU Investment Group Financial Advisor - in Richmond, VA and Roanoke, VA

Job Title:

Investment Consultant (VACU Investment Group) – Wealth Management Team in Virginia, Greater Richmond Area, Blacksburg, Roanoke, Harrisonburg, VA Beach, Norfolk, Williamsburg & Lynchburg.

Role:
The investment consultant will establish value-added relationships with VACU members, understand their financial needs, and offer solutions to those needs. The candidate will be an employee of Ameriprise Financial Group (AMPF) and will work within the VACU branches.

• Prospecting within the financial institution by establishing relationships with other client-facing associates to generate referrals (20% weekly).
• Prospecting outside the financial institution to build external referral sources and bring new clients to the bank (15% weekly).
• Sell effectively by establishing relationships with customers, determining their needs, and offering appropriate solutions in a manner that the customer sees the value (35% daily).
• Engage in customer relationship management activities to increase wallet share per client and seek cross-referral opportunities to other associates within the bank (20% weekly).
• Complete required BSA/AML training and other compliance training as assigned (10% as needed).
• Perform any other related duties as required or assigned.

• Equivalency of a four-year college degree plus 2years of related experience and/or training, and 19 to 23months of related management experience, or an equivalent combination of education and experience.
• Broad knowledge of accounting, marketing, business administration, finance, etc.
• Outstanding verbal, written, and listening communication skills.
• Superior customer service skills.
• Proficient in building relationships with customers.
• Ability to quickly compile, verify, and calculate information to provide solutions and recommendations.
• Strong product knowledge.
• Ability to write reports, business correspondence, and policy/procedure manuals; effectively present information and respond to questions from managers, clients, customers, and the general public.

• Full package includes health and retirement benefits, and life and long-term disability insurance.

Virginia Credit Union is an Equal Opportunity Employer.