Wealth Advisor - On-Site Bank Branch Investments

Jovia Financial Credit Union; Plainview (NY); On-site; USD 66,300 - 70,000; Full time

Job summary

Jovia Financial Credit Union is seeking a Wealth Advisor to deliver comprehensive financial services within a fast-paced environment. Candidates should have a minimum of two years of investment sales experience, maintaining necessary licenses, and proficient in Microsoft Office. This role emphasizes client experience and requires strong communication and organization skills, along with the capability to build relationships and exceed sales goals. The position offers a salary range of $66,300 - $70,000 based on skills and experience.

Qualifications

• Minimum of two years investment sales experience, preferably in a financial institution.
• Must maintain Licenses and FINRA registrations.
• Computer literate with proficiency in Microsoft Office products.

Responsibilities

• Utilize a consultative approach to deliver financial solutions.
• Provide comprehensive, needs-based financial solutions to clients.
• Build strong relationships with retail branch staff.

Skills

Investment sales experience

Client-focused

Strong communication skills

Organization skills

Research and analysis skills

Education

Bachelor’s Degree Preferred

Tools

Microsoft Office

Job description

Jovia Financial Credit Union is seeking a Wealth Advisor to deliver comprehensive financial services within a fast-paced environment. Candidates should have a minimum of two years of investment sales experience, maintaining necessary licenses, and proficient in Microsoft Office. This role emphasizes client experience and requires strong communication and organization skills, along with the capability to build relationships and exceed sales goals. The position offers a salary range of $66,300 - $70,000 based on skills and experience.