Financial Advisor (Full Time)

Marine Federal Credit Union•Jacksonville, NC

1d•Onsite

About The Position

At Marine Federal Credit Union, we value building relationships with our membership and fellow employees. As a Financial Advisor, you will play a critical role in helping clients achieve their long-term financial goals by providing personalized financial planning and investment advice. You will assess clients' financial situations, understand their objectives, and develop tailored strategies that encompass retirement planning, investment management, tax optimization, and risk management. In this role you will be instrumental in maintaining an environment of loyalty, trust, and compassion with every interaction. You will stay informed about market trends, regulatory changes, and new financial products to offer the most relevant and effective advice. Ultimately, your expertise will empower clients to make informed decisions that enhance their financial well-being and security. Our employees are guided by four core values: Make People a Priority, Do The Right Thing, Be a Solution Seeker, and Live Better Together and we encourage you to apply if this fits you. The Investment Program at Marine Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Marine Federal Credit Union for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union’s member base The opportunity to create client solutions without proprietary products The ability to grow your business with a combination of tools, technology, and support The benefit of our experience as a growing financial institution with the ability to maximize their investment program The opportunity to capitalize on the credit union’s reputation and community standing.

Requirements

Series 7 and 66 (63/65) required
Insurance license required
Investment sales experience

Nice To Haves

Certified Financial Planner (CFP) designation or equivalent professional certification.
Experience with financial planning software and customer relationship management (CRM) tools.
Knowledge of estate planning and insurance products.
Ability to work independently as well as part of a team.
Previous experience working with high-net-worth individuals or specialized client segments.

Responsibilities

Helping clients achieve their long-term financial goals by providing personalized financial planning and investment advice.
Assessing clients' financial situations and understanding their objectives.
Developing tailored strategies that encompass retirement planning, investment management, tax optimization, and risk management.
Maintaining an environment of loyalty, trust, and compassion with every interaction.
Staying informed about market trends, regulatory changes, and new financial products.
Servicing an existing book of business upon hire.
Building a strong client base with the credit union’s exceptional referral system.
Finding new clients via the credit union’s member base.
Creating client solutions without proprietary products.
Growing your business with a combination of tools, technology, and support.