Associate Wealth Advisor

LIBERTY FEDERAL CREDIT UNION • Evansville, IN

35d • Onsite

About The Position

Liberty FCU is currently seeking a professional Associate Wealth Advisor to join the credit union's wealth management team (Liberty Wealth Services) located at our Burkhardt Office at 1900 Hirschland Road, Evansville, IN 47716. The successful candidate must build strong relationships and provide excellent service to members, clients, credit union staff and any affiliated company.  Applicants must have excellent written and verbal communication skills and have the ability to generate business inside and outside of the credit union membership.  Candidates must be able to work effectively in a team environment and independently.  Gaining knowledge of Liberty Wealth Services and the credit union's products and services is essential to candidates' success.  Applicants must acquire the series 7, 66, and 63 licenses as well as life and health within 6 months.  Study time and study program will be provided.  If interested, please proceed by clicking apply.

Requirements

• Completed/Passed SIE course and exam
• FINRA Series 7, Series 6, and 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred
• Life/health and variable insurance licenses or the ability to obtain within 6 months
• Three years financial services sales and/or service experience preferred
• Strong people, sales and relationship skills
• Proven verbal and written communication skills
• Self-starter eager to develop and expand knowledge

Responsibilities

• The ability to service an existing book of business upon hire.
• Gain full understanding of credit union members' financial and personal goals and put the customer needs first while working with them to identify, execute and follow up on opportunities to gather additional client assets.
• Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
• Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
• Adhere to all Financial Industry Regulatory Authority (FINRA) and insurance rules and regulations, as well as to all company policies.
• Achieve sales and revenue goals and meet certain professional growth and development goals.
• Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.
• Participate in execution of local marketing development plan.
• Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.
• The opportunity to create client solutions without proprietary products.

Benefits

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees