Wealth Advisor: Growth, Planning & Client Impact

Suncoast-Credit-Union; Inverness (FL); On-site; USD 100,000 - 300,000; Full time

Benefits offered by this job

401K Matching

Medical Coverage

Dental Coverage

Vision Coverage

Gym Access

Paid Holidays

PTO

Parental Leave

Volunteer Hours

Education Assistance

Job summary

Suncoast Credit Union in Inverness, FL is seeking a seasoned Financial Advisor to deliver holistic wealth management solutions for individuals, families, and business owners. The role collaborates with branch managers and referral sources to grow an advisory book while managing a robust client experience across investments, insurance, and planning.

You will develop financial plans, expand an advisory, brokerage, and insurance portfolio, and drive referrals through exceptional service and

Qualifications

• Bachelor’s degree in business, finance, economics, or related field.
• Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.)
• Minimum of 5 years of financial planning, investment advisory, or wealth management experience
• FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required
• FINRA Record (U4) with no unacceptable entries
• Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+
• Excellent knowledge of financial and goals-based planning and investment management
• Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.)
• Consultative influence skills with strong active listening and discovery abilities
• Strong presentation, sales, and closing skills
• Ability to translate and communicate complex concepts and strategies to varied audiences
• Ability to digest and distill large amounts of information into summary form
• Ability to represent the credit union in a professional manner
• Ability to maintain a high level of confidentiality and discretion of all member client information
• Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with task management
• Ability to analyze and resolve difficult and often complex problems or situations
• Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
• Strong knowledge and understanding of credit union products, services, policies, and procedures
• Strong knowledge and understanding of regulatory compliance
• Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties

Responsibilities

• Provide consultation on investment and insurance strategies, including the development of financial plans for member clients
• Grow and retain an advisory, brokerage, and insurance book of business
• Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
• Acquire, expand, and maintain member client relationships through business development and networking
• Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union’s core values
• Apply product and procedural knowledge to solve member client problems appropriately and efficiently
• Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals
• Develop and implement wealth management strategies for member clients and determine the best products to support these strategies
• Present sound financial recommendations and guidance to member clients
• Establish and implement financial plans based on members’ financial needs and objectives, while monitoring financial plans and recommending changes
• Coach and educate branch staff and internal business partners to identify opportunities
• Drive financial education and visibility among branch staff
• Partner with branch managers to lead the branch team on action steps to achieve investment results
• Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity
• Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meet service level agreements for lead and referral follow up
• Create and execute business plan to grow recurring revenue base
• Develop, monitor, and manage portfolios and third-party asset managers
• Act as a culture champion, aligned with Suncoast’s mission and values
• Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer’s compliance framework
• Obtain broker dealer approval on all advertising and communications with the public
• Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Attend educational events to increase professional knowledge
• Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs

Skills

Customer Service

Networking

Sales

Education

Bachelor’s degree in business, finance, economics, or related field

Job description

Suncoast Credit Union in Inverness, FL is seeking a seasoned Financial Advisor to deliver holistic wealth management solutions for individuals, families, and business owners. The role collaborates with branch managers and referral sources to grow an advisory book while managing a robust client experience across investments, insurance, and planning.

You will develop financial plans, expand an advisory, brokerage, and insurance portfolio, and drive referrals through exceptional service and