Wealth Advisor & Financial Planning Specialist

ADP, Inc.; Clarksville (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Fortera Federal Credit Union in Clarksville, TN, seeks a Full Time Financial Advisor to grow the Wealth Management business by building trust with members and offering investment products. You will counsel members on mutual funds, annuities, life insurance, and related services, while maintaining thorough client records and ensuring regulatory compliance.

The role emphasizes proactive client engagement, cross-referral opportunities, and community presence, with pay starting within the market

Qualifications

• High school diploma required; a Bachelor's in business or finance is preferred.
• FINRA licenses are required or must be obtained within 12 months.
• CFP certification is preferred but not required.
• Experience counseling customers and selling financial products is preferred.

Responsibilities

• Evaluate members' financial needs and recommend appropriate products.
• Identify investment objectives and educate members on options.
• Open, transfer, and close customer accounts as needed.
• Maintain thorough client notes and follow up on service requests.
• Ensure compliance with laws and regulations.

Skills

Exceptional sales

Interpersonal skills

Independent worker

Attention to detail

Strong written communication

Education

High school diploma or equivalent

Bachelor's degree in business or finance preferred

FINRA Series 7 (and Series 66 or 65), Series 6 (and 63) licenses required or must be obtained within 12 months of hire

State life and health licenses preferred or required

CFP preferred but not required

Job description

Fortera Federal Credit Union in Clarksville, TN, seeks a Full Time Financial Advisor to grow the Wealth Management business by building trust with members and offering investment products. You will counsel members on mutual funds, annuities, life insurance, and related services, while maintaining thorough client records and ensuring regulatory compliance.

The role emphasizes proactive client engagement, cross-referral opportunities, and community presence, with pay starting within the market