Financial Consultant, Andover, Full-Time

3 weeks ago

Andover, 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 60-1.35(c)

  • Andover High School Principal

    1 month ago

    Andover, United States Town of Andover, NA Full time

    Location : Andover, MA Job Type: Full Time Job Number: 20316 Department: Andover High School Opening Date: 03/29/2024 Closing Date: Continuous Minimum Hours per Week: 40 Description Under the direct supervision of the Superintendent of Schools and in accordance with School Committee policies, oversee a comprehensive, four year high school with a challenging...

  • Financial Consultant

    1 month ago

    Andover, United States pontemla.com Full time

    **Financial Consultant** - 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...

  • Lead Receptionist

    3 days ago

    Andover, United States Stone Hill Andover Full time

    Description Position at Stone Hill Andover Lead Receptionist Monday-Friday 8am-4pmThreading Joy and ConnectionWhy Join Our Team: We care about our team and offer lots of benefits for your growth and happiness. Competitive Compensation: Get paid well for your skills and hard work. Flexible Scheduling: Have a flexible schedule that fits your life. Time Off:...

  • Water Treatment Plant Operator

    1 month ago

    Andover, Massachusetts, United States Town of Andover Full time

    The town of Andover is looking for a Water Treatment Plant Operator within the Department of Public Works This is a full-time benefits eligible position. For more information and to apply, please visit the town of Andover employment opportunities page.

  • Custodian

    1 week ago

    Andover, United States ANDOVER ELEMENTARY SCHOOL Full time

    POSTING DATE: May 22, 2024 POSITIONS: 2nd Shift Custodian APPLICATION DEADLINE: Until Filled **AES currently has a full time second shift custodial position open beginning July 1st!** ANDOVER ELEMENTARY SCHOOL is nestled in the town of Andover, in Tolland County, in the northeastern corner of CT. This quaint rural town of 3600 residents houses our...

  • Executive Director

    1 month ago

    Andover, United States Pearl Hernandez Consulting Full time

    **A Better Chance of Andover Community School Program - Executive Director** **About ABC Andover** A Better Chance of Andover is one of the Community School Programs within the national A Better Chance non-profit organization. Since 1967, ABC of Andover has been helping academically talented BIPOC students gain educational equity by providing access to...

  • Optometrist OD Andover, MN $150K

    2 weeks ago

    Andover, United States Nirvana Healthcare Full time

    About the job Optometrist OD Andover, MN $150K - $160K Optometrist OD Andover, MN $150K - $160K Location: Andover, MN We are a Privately Owned Medical Optometry Practice that is looking to add an Optometrist to our team! We treat patients of all ages! We have a great team and amazing support! Our position is Full Time Tues, Wed, Fri, Sat - Great Hours New...

  • Optometrist $165K

    4 weeks ago

    Andover, United States Nirvana Healthcare Full time

    Job DescriptionJob DescriptionOptometrist $165K - $170K - Andover, MNLocation: Andover, MNWe are a Privately Owned Optometry Practice that is looking to add an Optometrist to our team!We treat patients of all ages!We have a great team and amazing support!Our position is Full Time!5 Days A Week!Full Time Position: Tues, Wed, Thurs, Fri and Sat - Great Hours...

  • Branch Manager, Andover, Full-Time

    4 days ago

    Andover, United States Digital FCU Full time

    ** Branch Manager, Andover, Full-Time** **Job Category****:** Branch Services **Requisition Number****:** BRANC003791 Showing 1 location **Job Details** **Description** **Mon - Fri 8:30 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 3:30** **Essential Functions:** Reasonable accommodations may be made to enable individuals with disabilities to...

  • Optometrist OD Andover, MN $150K

    1 month ago

    Andover, United States Nirvana Healthcare Full time

    Job DescriptionJob DescriptionOptometrist OD Andover, MN $150K - $160KLocation: Andover, MNWe are a Privately Owned Medical Optometry Practice that is looking to add an Optometrist to our team!We treat patients of all ages!We have a great team and amazing support!Our position is Full TimeTues, Wed, Fri, Sat - Great Hours New Maestro OCT MachineAlso...

  • Speech and Language Pathologist

    6 days ago

    Andover, United States Town of Andover, NA Full time

    Location : Andover, MA Job Type: Full Time School Year Job Number: S25018 Department: Shawsheen School Opening Date: 05/22/2024 Closing Date: Continuous Minimum Hours per Week: 1.0 Maximum Hours per Week: 35 Responsibilities -Provide speech and language development services for a wide range of disabilities. -Consult and/or co-teach with classroom teachers...

  • Assistant Social Services

    1 month ago

    Andover, United States Andover Rehab Center Full time

    Andover Manor _is seeking an **Assistant **Social Services** with a passion for working with elders, to fill a **full**-time** position. - Don’t forget..._ - Basic knowledge of the Medicaid process is required. - Social Work or a related field experience preferred, but not required. - This is a direct hire position; we are not an agency. Full-time...

  • Kid Care After School Program

    4 weeks ago

    Andover, United States Andover Public Schools Full time

    Description The Andover Recreation Division is proud to offer our extended-day program for children in Grades K-5 at Bancroft Elementary School, West Elementary School, South Elementary School, High Plain Elementary School and Sanborn Elementary School. Andover Kid Care is a great solution for busy working families that combines fun and learning with the...

  • Social Worker

    4 days ago

    Andover, United States Andover Rehab Center Full time

    Andover Manor _is seeking a compassionate **Social Worker** with a passion for working with elders, to fill a **full**-time** position at our skilled nursing facility. - Don’t forget..._ - Basic knowledge of the Medicaid process is required. - Social Work or a related field experience preferred, but not required. - This is a direct hire position; we do not...

  • Branch Manager, Andover, Full-Time

    1 month ago

    Andover, United States Digital FCU Full time

    ** Branch Manager, Andover, Full-Time** **Job Category****:** Branch Services **Requisition Number****:** BRANC003791 Showing 1 location **Job Details** **Description** **Mon - Fri 8:30 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 3:30** **Essential Functions:** Reasonable accommodations may be made to enable individuals with disabilities to...

  • Kid Care After School Program

    4 weeks ago

    Andover, United States Andover Public Schools Full time

    Description The Andover Recreation Division is proud to offer our extended-day program for children in Grades K-5 at Bancroft Elementary School, West Elementary School, South Elementary School, High Plain Elementary School and Sanborn Elementary School. Andover Kid Care is a great solution for busy working families that combines fun and learning with the...

  • Emergency Medicine Full-Time position in Andover, Minnesota

    4 days ago

    Andover, United States Optum Full time

    Careers with MedExpress. At MedExpress, we believe in delivering quality, convenient, affordable health care and exceeding our patients’ expectations. Our neighborhood medical centers are open every day from 8-8 with a full medical team and no appointments necessary to help patients get in, get healthy, and get back to what’s really important. We provide...

  • Family Practice Full-Time position in Andover, Minnesota

    3 days ago

    Andover, United States Optum Full time

    Careers with MedExpress. At MedExpress, we believe in delivering quality, convenient, affordable health care and exceeding our patients’ expectations. Our neighborhood medical centers are open every day from 8-8 with a full medical team and no appointments necessary to help patients get in, get healthy, and get back to what’s really important. We provide...

  • Family Practice Full-Time position in Andover, Minnesota

    3 days ago

    Andover, United States Optum Full time

    Careers with MedExpress. At MedExpress, we believe in delivering quality, convenient, affordable health care and exceeding our patients’ expectations. Our neighborhood medical centers are open every day from 8-8 with a full medical team and no appointments necessary to help patients get in, get healthy, and get back to what’s really important. We provide...

  • Emergency Medicine Full-Time position in Andover, Minnesota

    3 days ago

    Andover, United States Optum Full time

    Careers with MedExpress. At MedExpress, we believe in delivering quality, convenient, affordable health care and exceeding our patients’ expectations. Our neighborhood medical centers are open every day from 8-8 with a full medical team and no appointments necessary to help patients get in, get healthy, and get back to what’s really important. We provide...