VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA

Virginia Credit Union•Richmond, VA

16d•Onsite

About The Position

VACU Investment Group (VACUIG) is expanding its wealth management team throughout Virginia. The role of the investment consultant is to establish value-added relationships with VACU members, to understand their financial needs and to offer solutions for those needs. VACUIG is in partnership with Ameriprise Financial Group (AMPF) who serves as our Broker/Dealer. The candidate for this position will be an employee of AMPF, working within the VACU branches.

Requirements

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc.
Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience.
Outstanding verbal, written and listening communication skills.
Superior customer service skills.
Master at building relationships with customers.
Ability to quickly compile, verify and calculate information to provide solutions and recommendations.
Product knowledge.

Nice To Haves

CFP® certification support

Responsibilities

Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals.
Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank.
Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered.
Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank.
Completes required BSA/AML training and other compliance training as assigned.
Perform any other related duties as required or assigned.

Benefits

health and retirement benefits
life and long-term disability insurance
Comprehensive employee benefits
Branding opportunities and proven turnkey marketing programs
Local and national support, including accessible leaders and teams of specialists
Office space located onsite at a financial institution
Peer-to-peer mentoring, plus training and coaching
Regular contact with regional leaders and colleagues — offering opportunities for sharing best practices
Extensive up-front bonus programs to match your experience and book of business
Payouts that apply to clients regardless of asset level.