Financial Advisor

Lighthouse Credit Union - Portsmouth, NH

Full-time - Entry Level

Hybrid - Portsmouth, NH

About the position

The Financial Advisor at Lighthouse Credit Union is responsible for establishing and nurturing value-added relationships with clients and prospects, understanding their financial needs, and providing tailored investment solutions. This role emphasizes personal production goals and customer service objectives across assigned branches or a specific book of business, ensuring clients receive exemplary service and support in achieving their financial goals.

Responsibilities

• Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, and follow up on client contacts.
• Provide investment and insurance solutions based on a comprehensive financial planning approach that considers all assets, goals, time horizons, and risk tolerances.
• Build strong relationships with customers, effectively manage an existing book of business, and assess customer needs to recommend appropriate products and solutions.
• Achieve sales and revenue goals while meeting professional growth and development objectives.
• Maintain existing client relationships and follow up to manage future investment needs.
• Organize and assist with branch seminars and ensure appropriate follow-up to these events.
• Participate in the execution of the local marketing development plan.
• Adhere to all FINRA and insurance rules and regulations, as well as company policies.

Requirements

• Three years of financial services sales and service experience preferred.
• Demonstrate superior member relations skills.
• Excellent organizational ability.
• Analytical ability to comprehend complex products, services, and related regulations.
• Strong people, sales, and relationship skills.
• Proven oral and written communication skills.
• Equivalent to a college degree (BS or BA in a relevant field).
• FINRA Series Securities Industry Essentials Examination, 7, 63 registrations required; IAR (65/66 or appropriate designation).
• Life, Health & Variable Licenses.

Nice-to-haves

• Continued training and advancement opportunities.
• Experience with local marketing development plans.

Benefits

• Employee loan discount
• Student loan/tuition assistance program
• Comprehensive medical/dental/vision coverage
• PTO and paid federal holidays
• Weekly paychecks
• 401k plan with employer match/profit sharing
• Balanced/Predictable schedule; all locations close at 5pm and on Sundays
• Opportunity to join employee-created Engagement Groups
• Local Volunteer Opportunities with employer contributed Volunteer Day
• Company Outings and annual Summit
• Hybrid work environments