Financial Advisor

Global Credit Union; Branch (LA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Short-term and long-term incentives

Comprehensive medical, dental and vision insurance

401(k) plan with a 5% match

Employee Assistance Program (EAP)

Tuition Reimbursement

Generous leave programs

Job summary

Global Credit Union in Louisiana is seeking a candidate to develop new business and service existing accounts within investment services. Responsibilities include promoting financial planning, conducting seminars, and presenting investment proposals. The ideal candidate should have Series 7, 63 and/or 65/66 licenses and three years of financial services sales experience.

The compensation ranges from $60,000 to $80,000 annually, based on experience and qualifications. Benefits include medical and dental coverage, a 401(k) plan, and generous leave programs.

Qualifications

• Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses required.
• Three years financial services sales experience necessary.
• Ability to create and deliver effective messages to various audiences.

Responsibilities

• Meet with clients to promote financial planning and investment services.
• Conduct educational seminars and workshops.
• Present financial plan and investment proposals professionally.
• Collect required documentation and deposits efficiently.
• Coordinate with partners to service accounts and resolve issues.
• Track sales, marketing, and referrals.
• Participate in business development activities.
• Meet production goals.
• Adhere to compliance and training requirements.

Job description

Overview

Reports to: Manager, Investment Services.
Functions Supervised: None.
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.

Duties and Responsibilities

• Meet with existing and prospective clients to promote financial planning and investment services.
• Conduct educational seminars and workshops.
• Present client financial plan and investment proposals in a professional manner.
• Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements.
• Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
• Track sales, marketing and referrals.
• Provide referrals for other Global Credit Union services as appropriate.
• Participate in the credit union’s business development activities, while seeking and recommending new opportunities.
• Meet production goals.
• Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements.
• Maintain proficiency with organization and program partner systems.
• Perform service calls and special projects when warranted.
• Perform other duties as assigned.

Qualifications

Education: Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC or CFP designation and bachelor’s degree in Business Administration or other related field preferred.

Creditable Experience in Lieu of Education: Not Applicable.

Experience/Skills: Three years financial services sales experience. Ability to create and deliver effective messages scaled to the appropriate audience. Must be willing to travel as required.

Tenure: Not Applicable.

Compensation

Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

Salary Pay Range: 19
$60,000 - $80,000 annually

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

Equal Opportunity Employer