Wealth Management Advisor
About The Position
The Wealth Management Advisor will provide objective advice and develop customized/comprehensive financial plans for NLCU members. You will identify business opportunities, establish members’ financial objectives, gather, process and analyze relevant information to develop a financial plan and continue to monitor that plan. The Wealth Management Advisor will also gather and attempt to consolidate members’ assets and liabilities from outside our organization and transfer them into NLCU. Through establishing, developing and maintaining long-term, full-service relationships with existing members, as well as the solicitation of new individuals and businesses, you will grow your portfolio. With a positive member experience being top priority, you will provide specialized expertise in all aspects of financial planning, including recognizing and referring members and potential members to branches to expand members’ total relationship with NLCU for lending, deposit, tax preparation and other related products/services.
Requirements
- Minimum of 2 years of industry experience in investment and/or insurance sales and financial planning.
- Ability to expand a current book of business by maximizing existing relationships.
- Completed, or willing to complete, a recognized Personal/Certified Financial Planner designation.
- Hold or willing to complete a valid Life License (LLQP).
Nice To Haves
- A post-secondary degree/diploma or equivalent industry experience is an asset.
Responsibilities
- Provide objective advice and develop customized/comprehensive financial plans for NLCU members.
- Identify business opportunities.
- Establish members’ financial objectives.
- Gather, process and analyze relevant information to develop a financial plan and continue to monitor that plan.
- Gather and attempt to consolidate members’ assets and liabilities from outside our organization and transfer them into NLCU.
- Establish, develop and maintain long-term, full-service relationships with existing members.
- Solicit new individuals and businesses to grow your portfolio.
- Provide specialized expertise in all aspects of financial planning.
- Recognize and refer members and potential members to branches to expand members’ total relationship with NLCU for lending, deposit, tax preparation and other related products/services.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
