Private Wealth Advisor

4 weeks ago

Leawood, United States CommunityAmerica Credit Union Full time

Summary:

This position is responsible for helping members achieve their long term financial goals by developing customized financial plans and making investment recommendations to support that plan.

Duties & Responsibilities:
  • Analyze investment strategies and make recommendations to members.
  • Achieve sales/production goals to ensure revenue projections are met.
  • Stay abreast of the investment tools and services available that can maximize performance.
  • Ensure business activities and investment recommendations are in compliance with rules and regulations.
  • Make outbound calls to members from various lead lists.
  • Generate referrals from credit union employees.
  • Attend credit union functions and other community meetings, as necessary.
  • Promote honest and open communication throughout the credit union.
  • Demonstrate behaviors that are consistent with the credit unions values, philosophies, and leadership characteristics.
  • Work with other credit union departments to insure the workflow or process is providing the best service to the members.


Requirements:

Education and Experience

  • Bachelors degree and two or more years experience in a related investment role is required.
  • FINRA Series 7 & 66 strongly preferred.
  • 63 & 65 licensing can be in place of 66.
  • Previous investment experience in a bank or credit union environment is preferred.

Knowledge, Skills and Abilities

  • Strong knowledge of managing financial investments and appropriate investing regulations.
  • Knowledge of credit union operations.
  • Strong customer service skills, including follow-up, as needed.
  • Ability to apply principles of logical thinking to define problems, collect data, establish facts and draw valid conclusions. Must be able to deal with abstract and concrete variables.
  • Ability to speak effectively to groups of staff and members, as needed.
  • Ability to communicate effectively in writing and orally.
  • Ability to resolve interpersonal conflict and miscommunications.
  • Knowledge of spreadsheet and word processing software.

  • Wealth Planning Associate

    2 weeks ago

    Leawood, Kansas, United States Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Financial Advisor

    3 weeks ago

    Leawood, United States Prevail Strategies Full time

    Prevail Strategies is Hiring: Financial Advisor Opportunity!Are you dissatisfied with corporate America? Ready to be rewarded for your work and efforts? Have you hit the top of the pay structure? Prevail Strategies invites you to join us as a Financial Advisor!Your Role at Prevail: Unleash Your Financial ExpertiseIf you possess a collaborative mindset,...

  • Tax Advisor, TRPG

    1 week ago

    Leawood, United States Cetera Financial Group Full time

    Job Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. Retirement Planning Group (affiliate of Cetera Financial Group) is currently searching for a Sr. Tax Advisor. As an...

  • Tax Advisor, TRPG

    2 days ago

    Leawood, United States Cetera Financial Group Full time

    Job Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. Retirement Planning Group (affiliate of Cetera Financial Group) is currently searching for a Sr. Tax Advisor. As an...

  • Wealth Management Client Associate

    1 month ago

    Leawood, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Client Relationship Management Specialist, TRPG

    1 week ago

    Leawood, United States Cetera Financial Group Full time

    Job Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making...

  • Client Relationship Management Specialist, TRPG

    2 weeks ago

    Leawood, United States Cetera Financial Group Full time

    Job Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making...

  • Client Relationship Management Specialist, TRPG

    3 days ago

    Leawood, United States Cetera Financial Group Full time

    Job Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making...

  • Client Relationship Management Specialist, TRPG

    3 days ago

    Leawood, United States Cetera Financial Group Full time

    Job Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making...

  • Investment Management Specialist

    2 weeks ago

    Leawood, Kansas, United States Bank of America Full time

    Job Description:The Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and...

  • RubinBrown Team Member

    4 days ago

    Leawood, United States RUBINBROWN LLP Full time

    Please apply here if you are interested in RubinBrown, but don't see an opening that quite matches your skillset. We will contact you if your background matches an available opportunity.  You may also apply here if you were directed to this posting by our HR team. Thank you! RubinBrown's ideal team member has experience in one or more of the following...

  • Investment Management Specialist

    3 days ago

    Leawood, Kansas, United States Bank of America Full time

    Job Description:The Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and...