Member-Centric Financial Advisor & Retirement Planner

UFCU Main; Georgia; On-site; USD 70,000 - 120,000; Full time

Job summary

UFCU Main is seeking a Financial Advisor to deliver personalized investment services to members, non-members, and staff. You will analyze financial information and create diversified strategies, advising on asset allocation and portfolios while pursuing growth through new and expanded member relationships.

The role requires FINRA licenses and Life/Health insurance licenses, with a minimum of three years of related experience and a strong sales orientation.

Qualifications

• High School Diploma or equivalent required.
• FINRA Series 7 and Series 66 or Series 63/65 licenses required.
• State Life and Health Insurance licenses required.
• Minimum of three years of related experience.

Responsibilities

• Provide personalized investment services by meeting with members, non-members, and employees to understand financial objectives.
• Analyze financial information and develop diversified investment strategies.
• Advise clients on asset allocation and portfolio construction and follow up to ensure needs are met.
• Meet or exceed monthly sales quotas.
• Build rapport and trust with members and non-members.

Skills

Sales orientation

Verbal communication

Active listening

Analytical thinking

Problem solving

Time management

Education

High School Diploma or Equivalent

FINRA Series 7 & 66 or 63/65 licenses

State Life and Health Insurance licenses

Bachelor’s degree preferred

Tools

Licensing & regulatory compliance

Job description

UFCU Main is seeking a Financial Advisor to deliver personalized investment services to members, non-members, and staff. You will analyze financial information and create diversified strategies, advising on asset allocation and portfolios while pursuing growth through new and expanded member relationships.

The role requires FINRA licenses and Life/Health insurance licenses, with a minimum of three years of related experience and a strong sales orientation.