Financial Advisor - Member Wealth & Retirement Planning

UFCU; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

The Financial Advisor at UFCU in Houston, TX provides financial and retirement planning services to members, non-members, and UFCU employees, delivering investment advice across a broad range of products and communicating risks, features, and benefits. The role reports to the Program Manager and emphasizes ethical, member-focused service.

Responsibilities include building relationships, analyzing financial information, developing diversified strategies, and guiding clients through asset

Qualifications

• High School Diploma or Equivalent.
• FINRA Series 7 and Series 66 or Series 63/65 licenses.
• State Life and Health Insurance licenses.
• Minimum of three (3) years of related experience required.
• Must be bondable and able to satisfy criminal history disclosure and fingerprinting requirements.
• Bachelor’s degree in a related field is preferred.

Responsibilities

• Provide personalized investment services by meeting with members and employees to understand financial objectives.
• Analyze financial information and develop diversified investment strategies.
• Advise clients on asset allocation and portfolio construction; follow up regularly.
• Meet monthly sales quotas and actively build rapport with members and non-members.
• Conduct seminars and workshops on financial and retirement topics.
• Prospect for clients through referrals, networking, and existing member relationships.

Skills

Exceptional sales orientation

Strong oral presentation skills

Strong verbal and writtencommunication

Active listening

Analytical thinking

Problem-solving

Time management

Organizational skills

Ability to create trust with members

Education

High School Diploma or equivalent

Bachelor's degree in a related field (preferred)

Job description

The Financial Advisor at UFCU in Houston, TX provides financial and retirement planning services to members, non-members, and UFCU employees, delivering investment advice across a broad range of products and communicating risks, features, and benefits. The role reports to the Program Manager and emphasizes ethical, member-focused service.

Responsibilities include building relationships, analyzing financial information, developing diversified strategies, and guiding clients through asset