Financial Advisor – Growth & Planning Specialist

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

Benefits offered by this job

Incentives

Medical/Dental/Vision with HSA/FSA

401(k) match

EAP

Life & disability coverage

Tuition Reimbursement

Paid Time Off, Sick Leave, Holidays

Job summary

Global Credit Union seeks a dynamic professional in Glendale, AZ to develop new business and service existing accounts in line with goals and industry standards. You will meet with clients to promote financial planning and investments, conduct seminars, and present tailored plans with proposals.

The role requires licenses, a related degree, and a minimum of three years in financial services sales, with travel as needed. Competitive compensation and benefits are provided.

Qualifications

• Three years of financial services sales experience.
• Ability to tailor messages to the audience.
• Willing to travel as required.

Responsibilities

• Meet with clients to promote financial planning and investment services.
• Conduct educational seminars and workshops.
• Present client financial plans and investment proposals clearly.
• Coordinate with program partners to service accounts and resolve issues.
• Meet production goals and adhere to regulatory requirements.

Skills

Financial services sales

Effective communication

Travel willingness

Education

Series 7/63/65/66 licenses

Bachelor's degree in Business Administration

Life & Health Insurance Licenses

Job description

Global Credit Union seeks a dynamic professional in Glendale, AZ to develop new business and service existing accounts in line with goals and industry standards. You will meet with clients to promote financial planning and investments, conduct seminars, and present tailored plans with proposals.

The role requires licenses, a related degree, and a minimum of three years in financial services sales, with travel as needed. Competitive compensation and benefits are provided.