Financial Advisor: Growth & Planning Specialist

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

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.