Wealth Management Advisor

3 weeks ago

Binghamton, United States Visions Federal Credit Union Full time
Position Purpose/Summary: Financial Advisors serve as a trusted partner to clients, offering personalized financial guidance and wealth management solutions to help them purse their financial goals. This role involves conducting comprehensive financial assessments, developing strategies, and implementing plans for clients financial well-being. By leveraging expertise in financial markets, investment products, tax strategies, and estate planning techniques, Financial Advisors deliver exceptional advice and support to clients across various life stages and situations.

**Not a Remote or Hybrid Opportunity. Position is on-site at our Binghamton, NY location. **

Education & Experience:

  • Associate's or Bachelor's Degree Preferred.
  • Two (2) years securities experience required.
  • Maintain active licenses and registrations necessary to provide financial services: Series 7, Series 65 or Series 66 and New York State Life and Health Insurance
  • Experience as a Financial Advisor, Financial Planner, or similar role. Strong understanding of financial markets, investment products, and financial planning principles.
  • Outstanding communication and interpersonal skills, with the ability to build a rapport and trust with clients.
  • Ability to work independently and collaboratively within a team environment.
Essential Duties & Responsibilities:
  • Provide comprehensive investment advice to clients and Credit Union members. Facilitate educational meetings, cultivate client relationships, and engage in holistic conversations aimed to uncover member/client needs.
  • Required to uphold industry licenses and adhere to all regulatory compliance policies assigned by FINRA, SEC, State Insurance Departments, and Broker Dealer LPL Financial.
Essential Knowledge, Skills, & Abilities: Due to the nature of this role in dealing with groups of diverse employees and/or members on an on-going basis, the position requires (and is not limited to):
  • Effective and positive oral and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Efficient time management and organizational skills.
  • Flexible and able to adapt to changing environment.
  • High detail orientation.
  • Able to read, interpret, and evaluate procedures and reports.


Compensation: Salary plus bonus structure.

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)

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