Current jobs related to Personal Financial Advisor - Webster - JSC Federal Credit Union

  • Personal Financial Advisor

    1 week ago

    Webster, United States Wellby Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Duties/Responsibilities: Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union Educate members and credit union employees on...

  • Personal Financial Advisor

    2 months ago

    Webster, United States The Ladders Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Duties/Responsibilities: Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union Educate members and credit union employees on...

  • Financial Services Advisor

    1 week ago

    Webster Springs, West Virginia, United States Davis Health System Full time

    Position: Patient Financial Services AdvisorAs a vital member of the financial team at Davis Health System, you will play a crucial role in assisting patients with their financial inquiries and obligations.Provide support to patients in managing their outstanding self-pay balances.Engage in discussions regarding various payment options, including installment...

  • Financial Services Advisor

    1 week ago

    Webster Springs, West Virginia, United States Davis Health System Full time

    Position: Patient Financial Services SpecialistAs a vital member of the financial team at Davis Health System, you will play a crucial role in assisting patients with their financial responsibilities. Your primary duties will include:Helping patients navigate and resolve outstanding self-pay balances.Engaging in discussions regarding various payment options,...

  • Automotive Service Advisor

    3 months ago

    Webster, United States Turner Auto Care Full time $50,000 - $55,000

    Are you an experienced customer care provider? We are looking to meet and network with happy, honest, dedicated, fun and customer centric automotive service advisors for future opportunities with our auto care shop. The individual in this role is the main customer liaison for our business. This person is responsible for developing positive & genuine...

  • Financial Planning Analyst

    1 week ago

    Webster, New Hampshire, United States Conga Full time

    Company Overview:At Conga, we have cultivated a community where our employees can flourish. Here, you will discover opportunities for innovation, support for personal and team development, and an atmosphere where every voice is valued. Conga simplifies complexities in an increasingly intricate world. Through our revenue lifecycle management solution, we...

  • Financial Planning Analyst

    1 week ago

    Webster, New Hampshire, United States Conga Full time

    Company Overview:At Conga, we foster a community where our team members can excel. Here, you will discover opportunities for innovation, support for personal and professional growth, and an inclusive environment where every voice is valued.Conga simplifies complexity in an increasingly intricate world. Through our revenue lifecycle management solution, we...

  • Beauty Advisor

    2 weeks ago

    Webster, United States Sally Beauty Full time

    Overview SALLY BEAUTY ADVISOR: Job Description: By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair – and we need passionate and talented people to make this happen!! The Sales Associate/Beauty Advisor will focus on one...

  • Financial Representative

    20 hours ago

    Webster, New Hampshire, United States Fidelity Investments Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesClient Acquisition...

  • Senior Financial Accountant

    1 week ago

    Webster, New Hampshire, United States Flatiron Construction Full time

    Position Overview:As a Senior Financial Accountant at Flatiron Construction, you will play a crucial role in applying accounting principles to evaluate financial data and assist in the preparation of financial reports.Key Responsibilities:Gather and assess financial data to execute journal entries in the general ledger.Conduct detailed reconciliations of...

  • Branch Office Administrator

    2 weeks ago

    Webster, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    2 weeks ago

    Webster, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Senior Financial Reporting Accountant

    1 week ago

    Webster, New Hampshire, United States BAE Systems USA Full time

    Job OverviewUS CITIZENSHIP REQUIREDWe are seeking a skilled Financial Reporting Accountant to gain expertise in our Financial Reporting and Technical Accounting Department. This role is crucial in ensuring the precision of cost accounting and pool allocation, along with the preparation of financial statements. We are looking for an individual who is eager to...

  • Senior Financial Reporting Accountant

    1 week ago

    Webster, New Hampshire, United States BAE Systems USA Full time

    Job OverviewUS CITIZENSHIP REQUIRED#LI-LO1We are seeking a dedicated Financial Reporting Accountant to gain a comprehensive understanding of our Financial Reporting and Technical Accounting Department. This role is essential in ensuring the precision of cost accounting and pool allocation, along with the preparation of financial statements. We are looking...

  • Senior Financial Reporting Accountant

    1 week ago

    Webster, New Hampshire, United States BAE Systems USA Full time

    Job OverviewUS CITIZENSHIP REQUIRED#LI-LO1We are seeking a skilled Financial Reporting Accountant who is eager to grasp the essential elements of our Financial Reporting and Technical Accounting Division. This role is crucial in ensuring the precision of cost accounting and pool allocation, alongside the preparation of financial statements. We are looking...

  • Senior Financial Planning Analyst

    1 week ago

    Webster, New Hampshire, United States BAE Systems USA Full time

    Job OverviewUS CITIZENSHIP REQUIRED#LI-LO1As a Senior Financial Planning and Analysis (FP&A) Analyst, you will join a dynamic team focused on creating cutting-edge solutions for the Aerospace and Defense sectors. Your role will encompass a variety of financial planning and analysis responsibilities within the National Space Business Area. Under the guidance...

  • VP, Personal Lines Underwriting

    3 months ago

    Webster, United States MAPFRE Full time

    Reporting to the MAPFRE USA Chief Technical Officer, the VP, Personal Lines Underwriting plays a strategic and transformational leadership role to enable the company to make conscious decisions regarding discipline, transformation, and modernization in order to maintain market competitiveness.The VP, Personal Lines Underwriting is responsible for managing...

  • VP, Personal Lines Underwriting

    3 months ago

    Webster, United States Mapfre Full time

    Reporting to the MAPFRE USA Chief Technical Officer, the VP, Personal Lines Underwriting plays a strategic and transformational leadership role to enable the company to make conscious decisions regarding discipline, transformation, and modernization in order to maintain market competitiveness. The VP, Personal Lines Underwriting is responsible for managing...

  • Financial Planning

    1 week ago

    Webster, New Hampshire, United States Viega LLC Full time

    Your expertise is essential for our future success.As a pioneer in the installation sector, Viega is at the forefront of technological advancements. We create intelligent systems and integrated digital solutions that enhance quality in every aspect of our operations. Our mission extends beyond mere product supply; we aim to transform environments into more...

  • Financial Planning

    4 days ago

    Webster, New Hampshire, United States Viega LLC Full time

    The future relies on our collective efforts, and we depend on your expertise.As a pioneer in innovation, Viega stands out as a leading technology entity in the installation sector. We craft intelligent systems and cohesive digital solutions, embedding quality into every aspect of our operations. Our mission transcends mere pipeline provision; we transform...

Personal Financial Advisor

2 months ago

Webster, United States JSC Federal Credit Union Full time

Personal Financial Advisor page is loaded

Personal Financial Advisor

Apply

locations

Webster, TX

time type

Full time

posted on

Posted 5 Days Ago

job requisition id

JR101123

It's fun to work in a company where people truly BELIEVE in what they're doing

We're committed to bringing passion and customer focus to the business. Duties/Responsibilities:

Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union Educate members and credit union employees on investment products and services through seminars, branch trainings and other scheduled events. Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning. Assesses clients’ financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status. Based on analysis of financial data, develops strategies and plans to help clients meet financial goals. Effectively communicate information about the risks, attributes, features and benefits of investment products and services. Monitors plan performance for clients; realigns and redistributes funds to maintain objectives. Develop and execute a systematic approach to verbal and written client communication (min 7 contacts per year). Provide regular feedback to the branch employees, credit union executives and sales manager regarding sales practices and business development initiatives. Drive investment and credit union integration initiatives, e.g. Retail Experience training, seminars, Retail team focus days, etc. Refer and Cross sell Credit Union products and services the member has an immediate need for at this moment in time. Maintains knowledge of new and emerging investment trends and opportunities. Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate. Performs other related duties as required. Required Skills/Abilities:

Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Extensive knowledge of financial markets and investment strategies. Excellent organizational skills and attention to detail. Strong analytical and problem-solving skills. Proficient with Microsoft Office Suite or related software. Minimum Requirements:

Bachelor’s degree in Business or related field preferred. Two years of related experience preferred. License to sell at least one financial product ( Series 6, Series 7, Series 63 and Series 65, state insurance license, etc.)

preferred, but not required. Preferred Requirements:

Professional industry designations are preferred including CFP, ChFC, CLU, etc. Knowledge of a wide array of brokerage/banking products and services. Proficient in fee-based Investment Advisory accounts including wrap accounts, SMA’s, professionally managed solutions, mutual funds, ETF’s, UIT’s and structured investment products. Fixed and Variable Annuities, Life Insurance, and Long-Term Care Insurance Small Business Retirement plans including 401k’s, Individual 401K’s, SEP’s, and SIMPLE IRA’s Physical Requirements:

Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Similar Jobs (1)

Personal Financial Advisor

locations

Webster, TX

time type

Full time

posted on

Posted 7 Days Ago Wellby Financial is a member-owned, not-for-profit financial cooperative proudly serving the Greater Houston Metro area. Wellby was originally established in 1961 to serve the employees and families of Johnson Space Center. We have grown into one of the largest credit unions in Houston,serving more than

126,150

members with 21 branch locations and more than

$2.5

billion in assets. As a people-first organization, Wellby is open to all who live, work, worship,or attend school in the Greater Houston Metro or Galveston area. For more information, visit wellbyfinancial.com . Federally insured by NCUA. Equal Housing Lender. Equal Opportunity Employer.

#J-18808-Ljbffr