Financial Advisor

Global Credit Union • Mesa, AZ

9d • Hybrid

About The Position

Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.

Requirements

• Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses.
• Three years financial services sales experience.
• Ability to create and deliver effective messages scaled to the appropriate audience.
• Must be willing to travel as required.

Nice To Haves

• LUTCF, CLU, ChFC or CFP designation
• Bachelor’s degree in Business Administration or other related field

Responsibilities

• Meet with existing and prospective clients to promote financial planning and investment services.
• Conduct educational seminars and workshops.
• Present client financial plan and investment proposals in a professional manner.
• Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements.
• Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
• Track sales, marketing and referrals.
• Provide referrals for other Global Credit Union services as appropriate.
• Participate in the credit union’s business development activities, while seeking and recommending new opportunities.
• Meet production goals.
• Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements.
• Maintain proficiency with organization and program partner systems.
• Perform service calls and special projects when warranted.
• Perform other duties as assigned.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level