Six Pillars Financial Advisor

First Commerce Credit Union; Valdosta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading financial advisory firm seeks a Financial Advisor to provide comprehensive financial planning and investment solutions. The successful candidate will engage actively with clients, assess their financial needs, and develop tailored investment strategies. This role requires a strong commitment to client relations, critical analysis, and a proactive approach to financial services.

Qualifications

• 10+ years in banking or credit union environment.
• Proven professional success.
• Desire to work locally in the community.

Responsibilities

• Maintain and deepen relationships with existing clients.
• Develop tailored investment solutions and implement actions.
• Educate clients on available investment options.

Skills

Relationship-building

Critical thinking

Self-motivated

Performance-driven

Education

Bachelor's degree in Business or related field

MBA or advanced degree

Tools

Series 7 license

Series 66 license

Series 63 license

Series 65 license

CFP certification

Job description

Six Pillars Financial Advisors, a subsidiary of First Commerce Credit Union, is currently seeking a Financial Advisor.

General Summary: Six Pillars Financial Advisors, LLC provides financial planning, investment instruments, insurance services, and advisory services. These include professional financial planning, advising on the purchase of bonds, stocks, certificates of deposit, unit investment trusts, fixed and variable annuities, mutual funds, insurance products, and advice on retirement accounts, 401(k)s, pensions, and profit-sharing plans. The company also engages third parties for trust and estate planning, along with other financial advisory services.

The successful financial advisor will listen to client needs, evaluate investment options critically, and educate clients on the best investment decisions, considering their risk tolerance, liquidity needs, income, and long-term goals.

Primary Duties and Responsibilities:

Client Relations

• Maintain and deepen relationships with existing clients
• Prospect for new clients

Investment Solutions

• Educate clients on available investment options
• Assess clients' risk tolerance
• Develop tailored investment solutions
• Implement approved investment actions
• Document investment activities accurately
• Stay informed on investment products
• Recommend strategies to achieve financial goals, including debt management, cash management, insurance, and investments
• Oversee investments and make adjustments as needed
• Handle customer complaints and resolve issues

Requirements:

Education: Bachelor's degree in Business or related field required; MBA or advanced degree preferred. Licenses: Series 7, 66, 63, 65; CFP preferred.

Experience: 10+ years in banking or credit union environment.

Knowledge/Skills/Aptitudes:

• Proven professional success
• Relationship-building skills and commitment to long-term client relationships
• Performance-driven with growth potential
• Self-motivated, entrepreneurial personality
• Desire to work locally in the community
• Critical thinking and sound judgment skills