Financial Advisor - Reliant Credit Union
Reliant Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives.
Achieve program profitability for our Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Reliant Credit Union and our Brokerage Services, Inc.).
Responsibilities
Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company.
Cultivate strong working relationships and build trust among customers through effectively working your book of business.
Follow a professional, broad based sales process in accordance with the Company’s procedures.
Follow regulatory securities requirements and strictly adhere to all Company policies.
Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner.
Follow the Company and regulatory guidelines for maintaining client files.
Meet or exceed the Company’s minimum program production standards along with a product mix of business consistent with the needs of your customers.
Attend all required training along with additional opportunities to attend informational meetings scheduled by the Company.
Requirements
Three to five years of proven financial services sales success experience.
Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million.
FINRA Registration: Series 7, 63 and 65/66.
Life/Health License(s).
Commitment to Total Needs Bases Sales approach.
5+ to 7 years experience
Management Experience Required - No
Minimum Education - Bachelor's Degree
Willingness to Travel - Occasionally
SKILLS AND CERTIFICATIONS
Selling securities
Selling insurance
face to face client meetings
bank or credit union experience
IDEAL CANDIDATESomeone that is good with dealing with people and building relationships. This location comes with a 50M book of business, so they would have to be used to dealing with a book, as well
IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES):Open to most backgrounds, but wirehouse and traders are not usually a good fit. We need someone with the insurance experience, as much as the securities.
Any Independent B/D, bank, or credit union.WHY WE'RE A GREAT COMPANYGreat support for the FA's, great work environment, and a stable location in a volatile arena of business.
All your information will be kept confidential according to EEO guidelines.
Job details are sourced from the employer's original posting.
Open job posting