Wealth Advisor: Personal Finance Planner for Members

Partners Federal Credit Union; Lake Buena Vista (FL); Hybrid; USD 46,240 - 69,360; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Paid time off

Job summary

Partners Federal Credit Union is seeking a financial professional who meets with clients to assess goals, recommend appropriate financial products, and prepare comprehensive financial plans. The role involves meeting with prospects, building client relationships, and researching market data to support advisory services.

Minimum education is a Bachelor’s degree with 2–5 years of relevant experience. FINRA licenses (Series 7/63/65 or 66) and a State Insurance license are required.

Qualifications

• Bachelor’s degree required; 2-5 years experience in financial services.
• 3-5 years of experience with LPL Freedom Club level production or higher.
• Licenses required: Series 7, Series 63, and 65 or 66 State Insurance License.

Responsibilities

• Meets with clients and prospects to assess income, assets, investments or debts; advises on financial products.
• Prepares for client meetings, creates financial plans and portfolios.
• Markets financial products, builds branch relations, and plans client interactions to improve service.
• Researches new products and keeps up with economic data.

Skills

Financial services

Personal finance planning

Independent decision making

Negotiation

Time management

Relationship building

Attention to detail

Teamwork

Analytical skills

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Partners Federal Credit Union is seeking a financial professional who meets with clients to assess goals, recommend appropriate financial products, and prepare comprehensive financial plans. The role involves meeting with prospects, building client relationships, and researching market data to support advisory services.

Minimum education is a Bachelor’s degree with 2–5 years of relevant experience. FINRA licenses (Series 7/63/65 or 66) and a State Insurance license are required.