Wealth Advisor: Build Client Wealth & Relationships

Fortera Credit Union; Clarksville (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Fortera Federal Credit Union is seeking a Financial Advisor for its Wealth Management team to counsel members on investments and financial products, including mutual funds and insurance, while maintaining compliant practices.

The role emphasizes building trusted relationships, cross-selling credit union products, and delivering exceptional member service in a dynamic financial services environment.

Qualifications

• Minimum two years counseling customers and selling financial products preferred.
• Experience in financial services industry (credit union or community bank) or a retail organization preferred.

Responsibilities

• Evaluate members' financial needs and educate them on appropriate products and services.
• Identify clients' investment objectives and cross-sell related offerings.
• Actively gather client information and adapt recommendations to changing situations.
• Maintain client files and notes; review regularly.
• Open, transfer, and close accounts as needed; fulfill service requests promptly.
• Document instructions and execute transactions with accuracy and timeliness.
• Explain securities markets and relevant factors to clients.
• Monitor portfolios and adjust recommendations per market and client goals.

Skills

Sales skills

Interpersonal skills

Independent work

Judgment

Organization

Client relationships

Written communication

Follow-through

Analytical thinking

Time management

Teamwork

Education

High school diploma or equivalent

Bachelor's degree preferred

FINRA Series 7 (and Series 66 or 65) and state life/health licenses required or within 12 months

CFP preferred but not required

Job description

Fortera Federal Credit Union is seeking a Financial Advisor for its Wealth Management team to counsel members on investments and financial products, including mutual funds and insurance, while maintaining compliant practices.

The role emphasizes building trusted relationships, cross-selling credit union products, and delivering exceptional member service in a dynamic financial services environment.