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Financial Advisor
2 months ago
Job Summary
Under direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement planning services. The Financial Advisor will provide investment advice by drawing upon a range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and benefits of investment products and services.
About UFCU
As Austin’s largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.
Consistently receiving awards as the Top Credit Union and Top Mortgage Company, UFCU is proud of its people-first culture. We value our employees as much as our Members. We offer an environment where people care about each other – like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here.
Essential Functions
Drive activities that focus on continued member growth and growing their client base by:
- Conducting webinars, seminars and workshops, as needed, on financial and retirement topics.
- Prospecting for clients internally and externally through client referrals, networking and existing members.
- Identifying opportunities to expand member relationships.
- Consistently following up on leads elicited through growth generating activities.
- Consistently provide personalized investment services by meeting with members, non-members, and employees in order to acquire a full understanding of their financial objectives.
- Analyze financial information and develop a diversified investment strategy using a wide range of products to meet the members’ goals.
- Advise clients with investment relationships on asset allocation and portfolio construction. Follow up on a regular basis to ensure the members’ needs are met.
- Fully understand production expectations and consistently meet or exceed monthly sales quotas.
- Seek appropriate guidance and coaching from Manager, Financial Advisors and Wealth Advisors.
- Utilizes communication skills and investment experience in order to quickly build rapport and trust with members and non-members.
- Consistently act in a professional and ethical manner.
- Conducting periodic Retail Branch trainings.
- Build relationships and work with our various business partners like Business Services, Mortgage, Business Development and other UFCU Partners.
- Attending UFCU sponsored employee events and participating in branch meetings on a regular basis.
- Providing coaching, advice and general information about all Investment products and services.
- Keeping all licenses current
- Participating in on-going learning and development activities
- Work collaboratively with other team-members
- Performs other duties as assigned.
- Adhere to all company policies, procedures, and business ethics codes.
- Maintain strict adherence and compliance to all laws, rules, regulations, policies, procedures, and internal controls specific to your role.
- Exceptional sales orientation and In-depth investment knowledge.
- Strong oral presentation skills.
- Reliable personal transportation and valid driver’s license required – job involves frequent travel to varied locations throughout Galveston, League City and Houston metro area, and occasional travel to other cities.
- Ability to create trust with members and build positive relationships.
- Leading & Developing Self
- Organizational Impact
Minimum Requirements
- High School Diploma or equivalent required.
- Minimum of three (3) years of related experience required.
- FINRA Series 7, 66 or 63/65 combination licenses required.
- Life and Health Insurance Licenses required.
- Must be bondable.
- Bachelor’s degree in a related field preferred.
Physical Demands
The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Frequent
- While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
- The employee is frequently required to stand and walk.
- Employee will make extensive use of the telephone requiring the ability to effectively and accurately explain complex information.
The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly exposed to outdoor weather conditions.
- This position may involve periodic stressful conditions.
- May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
- May occasionally move from one work location/branch to another.
- Public contact position, requiring appropriate professional appearance.
- Frequent computer use at a workstation up to two hours at a time.
- The noise level in the work environment is usually moderate.
- Representatives are employed by University Federal Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit www.cusonet.com.
