Financial Advisor

Talentify; Tempe (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA/FSA options

401(k) with 5% match

Employee Assistance Program

Life and disability coverage

Tuition Reimbursement

Paid time off

Job summary

Talentify is seeking a performance-driven Investment Services professional in Tempe to develop new business and service existing accounts aligned with goals and industry requirements.

You will meet with clients to promote financial planning and investment services, deliver compelling proposals, and ensure documentation and regulatory compliance. This role reports to the Manager, Investment Services and offers a base salary within market ranges.

Qualifications

• Three years financial services sales experience.
• Ability to create and deliver effective messages to diverse audiences.
• Willing to travel as required.

Responsibilities

• Meet with clients to promote financial planning and investment services.
• Present financial plans and investment proposals professionally.
• Coordinate with program partners to service accounts and respond to inquiries.
• Track sales, marketing and referrals.
• Participate in business development activities and meet production goals.

Skills

Sales experience

Communication

Travel willingness

Education

Series 7, 63 and/or 65/66 licenses

Life and Health Insurance Licenses

Bachelor’s degree in Business Administration or related field

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