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Financial Advisor
4 months ago
Company Overview:
Apple Federal Credit Union is a reputable financial institution committed to providing exceptional financial services to its members. We prioritize customer satisfaction, integrity, and professional growth.
Position Overview:
As a Financial Advisor at Apple Federal Credit Union, you will play a crucial role in assisting clients with achieving their financial goals and securing their financial futures. This position offers an exciting income opportunity, a supportive work culture, and ample room for professional development.
Responsibilities:
- Identify and evaluate members' financial needs, objectives, and goals.
- Develop investment strategies tailored to individual members' financial circumstances.
- Analyze client financial information, investment objectives, and market conditions to determine suitable investment options.
- Schedule appointments with members based on reports provided by the VP, Apple Financial Services.
- Conduct client meetings (in-person, video conference, or telephone) to collect financial information and review investment goals.
- Advise members on the advantages and disadvantages of different financial products.
- Perform periodic reviews of client accounts and update investment strategies as needed.
- Stay updated on market conditions and investment vehicles through ongoing education and training.
- Drive investment and program integration initiatives with the credit union, including branch employee training.
- Support product launches and promote financial services through marketing activities and prospecting new clients.
- Conduct client workshops/seminars on various financial topics to attract and retain potential clients.
- Facilitate the purchase or sale of financial products and execute transactions according to sales goals.
- Develop and maintain relationships with wholesalers and represent the firm in relationships with clients and regulatory bodies.
- Adhere to credit union policies and procedures, as well as regulations set forth by FINRA, SEC, and the broker/dealer.
- Maintain a consistent schedule at designated branches during branch hours.
Education and Skills:
- Bachelor's degree in finance, business, economics, or related field (preferred).
- Relevant certifications such as CFP, CWS, ChFC, or CFA are a plus.
- Proven experience in financial planning, investment advisory, or related roles.
- Strong knowledge of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills, with the ability to build trust with clients.
- Results-oriented mindset with a track record of meeting and exceeding sales targets.
- Exceptional organizational and time management skills.
- Licenses and Registrations: FINRA Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses.
- Clean U-4 and Background.
