Financial Consultant, Andover, Full-Time

1 week ago

Andover, Massachusetts, United States DCU Inc. Full time
Schedule

Mon - Fri: 8 AM - 5 PM (40 Hours) COMISSION BASED.

What You'll Do

Responsible for helping our members achieve their long-term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Review member needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs
  • Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.
  • Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.
  • Development and sustain strong branch relationships.
  • Maintain a regular presence in assigned branches.
  • Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.
  • Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
  • Cross-sell DCU products and services as appropriate.
  • Perform other job-related duties as assigned by Managers(s).
What You'll Need
  • Bachelor's Degree
  • 5 to 7 years of experience in financial services
  • Current FINRA Series 7 and 66 registrations
  • Established track record of sales accomplishments
  • Life, Accident and Health insurance licenses or the ability to obtain within 6 months of hire
What We Do

DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.

We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.

#LI-HYBRID #INDHI #LI-RJ1#FinancialPlanning #Investmentprofessional #CFP #Series7 #Advisor #Financialconsultant #financialadvisor #financialplanner #wealthmanagement #LPLfinancial #retirementplanning #andoverma

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)

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