Financial Advisor

Everwise Credit Union

196d

About The Position

The Financial Advisor I is responsible for providing personalized financial advice and guidance to clients, helping them achieve their financial goals. The incumbent is responsible for assessing the clients’ financial needs, developing comprehensive financial plans, and recommending appropriate wealth management solutions and services. The Financial Advisor I gains knowledge and experience under the direction of the manager and department leaders through job training, observation, and by obtaining licenses to assist members in determining their financial goals and objectives.

Requirements

• High School Diploma or GED.
• Previous financial advisory or wealth management work experience.
• Life insurance licenses required.
• Series 7 or Series 6 (or Series 66 or Series 65) license required.
• Bachelor’s degree preferred.

Responsibilities

• Develop personalized financial plans based on clients’ goals, risk tolerance, and planning time.
• Recommend suitable financial products and services, including investments, insurance, and retirement plans.
• Conduct regular review of clients’ financial plans and adjustments and recommendations as necessary.
• Schedule and coordinate client meetings and follow-ups.
• Complete mutual fund trade tickets, place trades, and monitor for settlement.
• Process paperwork for annuities, life products and processes license documentation.
• Prepare client paperwork ensuring accuracy and completeness.
• Learn the different functions of each area of the Investment Services Department and the policies that impact compliance and service to members.
• Observe and assist Financial Advisor II and Financial Advisor III at various branch locations, welcoming members, answering phone inquiries, and meeting with members to discuss their financial situation.
• Work with multiple brokerages, mutual fund, and insurance companies to ensure proper documentation of production and reviews, and accurate and timely processing of the pending drawer.
• Review fact finders and establish client files to meet compliance requirements, run illustrations and assist in mutual fund performance research.
• Participate in marketing activities to increase awareness of Everwise Wealth Management including seminars, lobby days, business development, member referrals and telemarketing.
• Assume additional responsibilities as necessary for the continued growth and advancement of Everwise.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees