Financial Advisor

WORKERS FEDERAL CREDIT UNION•Littleton, MA

9d•$60,000 - $200,000•Hybrid

About The Position

We’re seeking a passionate and experienced Financial Advisor to join our Workers Investments & Planning Solutions team. Our program is built on trust, collaboration, and long-term relationships. This role focuses on building strong client relationships by leading them through an individually tailored financial planning process. Our process includes establishing specific financial goals, assessing current situations, creating investment strategies, implementing solutions by recommending appropriate financial products, and continuing to monitor and adjust plans as necessary to stay aligned with your clients’ goals. As a Financial Advisor, you will sell investment and insurance products, available through our Broker Dealer, LPL Financial (LPL), to individuals and small businesses. WCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. This employment opportunity at WCU would allow you to join the Workers Investments & Planning Solutions Program as a Financial Advisor associated with LPL. This position is based out of our Lunenburg MA office, however there is flexibility to allow for a hybrid schedule, working remotely as agreed upon. Travel between branches and surrounding communities to meet with assigned clients, members, and credit union employees is standard. We are a trusted financial partner offering a supportive environment where advisors can develop their practice while making a meaningful impact on the financial wellness of our members.

Requirements

FINRA Series 7 and 66 licenses (or Series 6, 63 and 65)
MA Life, Accident, & Health Insurance license
2+ years of financial advising experience
Satisfactory U5 and compliance record
Solid knowledge of financial products and planning strategies
Strong interpersonal and communication skills
Commitment to ethical standards and fiduciary responsibility
Passion for helping others achieve financial success

Responsibilities

Develop and manage personalized financial plans for members
Provide guidance on investments, insurance, and retirement accounts
Advise on strategies that take into consideration wealth accumulation and growth, preservation and protection of assets, and income replacement and asset distribution
Collaborate with internal teams to deliver holistic financial solutions
Educate clients on financial wellness and planning strategies
Participate in your ongoing coaching and professional development