Financial Advisor

1 month ago

Shrewsbury Shropshire, United Kingdom Centralfcu Full time

Description

JOB STATUS: Exempt (Non-Management) 

REPORTS TO: SVP of Retail Services

SUPERVISES: None

Schedule: Position eligible for hybrid work arrangement, including two days per week on-site, following initial training period.

Primary Functions: Serve the financial needs of credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members’ goals and objectives. Generate revenue for the credit union's Retirement & Investment Center program by utilizing our affiliation with TruStage Wealth Management Services, Inc. (TruStage) and LPL Financial to develop long term relationships through prescribed methods, growing the business consistently and appropriately.

  Duties and Responsibilities:

Serve Your Clients

1. Cultivate strong relationships with members by consistently using the prescribed sales process.

2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.

3. Meet or exceed credit union cross-selling goals.

4. Present a professional image in all interactions both personally and professionally.

Run Your Office

5. Consistently and effectively utilize all tools, technology, and resources as prescribed by TruStage, LPL Financial and the Credit Union. Report immediately to your supervisor any issues interfering in your ability to appropriately serve clients or potential client complaints.

6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.

Grow Your Business

8. Meet or exceed individual production goals - with an appropriate product mix ensuring client needs are addressed holistically.

9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.

10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.

Other

11. Attend and participate in TruStage and LPL Financial meetings, virtual and face to face, as scheduled.

12. Stay current on job-related equipment, procedures and/or information by reading handouts/memos, attending meetings and seminars and other necessary means.

13. Adhere to all applicable Credit Union policies, procedures and regulations.

14. Maintain community involvement and participate in special projects, as needed.

15. Perform other duties as requested, or assigned. 

Requirements

Education: Bachelor’s degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 

Must have in good standing or obtain MA individual Life/Health/Variable Insurance License in good standing prior to employment. Must transfer FINRA Registration Series 6, Series 63 and / or Series 7 within 30 days of employment. LUTCF, CLU, ChFC or CFP designation preferred. 

Experience: Minimum of three (3) years of successful financial services sales experience with verifiable Gross Dealer Concessions.

Skills: Demonstrated ability to effectively build business relationships with diverse clients. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.

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