Remote Wealth Advisor — Grow Members' Finances & Relationships

KEMBA Financial Credit Union Inc.; Columbus (OH); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Cell Phone Reimbursement

Laptop Provided

Incentives based on performance

Job summary

A leading financial institution is seeking a Financial Advisor to serve the financial needs of Credit Union Members through a comprehensive sales approach. The role requires building strong relationships and providing professional service. Candidates should possess FINRA Series 7 and 66 licenses along with sales experience in the financial services sector. This position offers hybrid work options and emphasizes advanced customer service and communication skills.

Qualifications

• FINRA Series 7 and 66 and Life, Accident, Health & Insurance licenses required.
• Two years sales experience in the financial services industry.
• Advanced customer service, communication, and presentation skills needed.

Responsibilities

• Serve financial needs of Credit Union Members through financial analysis.
• Cultivate relationships with clients and Credit Union Staff.
• Follow sales processes and adhere to compliance guidelines.

Skills

Customer service skills

Communication skills

Presentation skills

Sales experience

Education

College Degree preferred

Tools

FINRA Series 7

FINRA Series 66

Life, Accident, Health & Insurance licenses

Job description

A leading financial institution is seeking a Financial Advisor to serve the financial needs of Credit Union Members through a comprehensive sales approach. The role requires building strong relationships and providing professional service. Candidates should possess FINRA Series 7 and 66 licenses along with sales experience in the financial services sector. This position offers hybrid work options and emphasizes advanced customer service and communication skills.