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Associate Financial Advisor

2 months ago

Oklahoma City, United States Tinker Federal Credit Union Full time

Overview:

Tinker Federal Credit Unions Financial Advisors (TFA) department is growing and has an immediate opening for an Associate Financial Advisor (AFA) This is an exciting opportunity to join the largest and best credit union in Oklahoma We offer competitive pay, a robust benefits package, a smart casual dress code and much more We want you to work and grow at TFCU, so there will be many opportunities for professional development and growth through training and continued education. We value you at TFCU

As the Associate Financial Advisor you will be responsible for the following:

  • Serving in a vocational training position, aimed at becoming a Provisional Financial Advisor (FA) within one to three years of service.

  • Supporting all FAs and becoming proficient in all processes to aid members in achieving their present and future financial goals.

  • Learning how to offer solutions tailored to individual member needs and objectives, while fostering long term relationships through superior service.

  • Learning how to work independently, but also as a member of a team within marketing, prospecting, goal planning, training, scheduling, and networking.

  • Learning to educate members on the specifics of recommended products and services, to ensure clarity on the financial goal recommendations they provide.

  • Assisting the FAs in completing the associated tasks for members to learn and complement the FA position.

Salary Range:

The starting pay is $26.32/hour; however, actual placement within the range will be determined individually based on your experience relative to organizational needs and internal salary equity.

Education/Experience:

You must have a high school diploma or equivalent and 90 earned hours of college within the tracks of finance or business and two years work experience within a financial institution are required. Credit Union experience is preferred.

Applicable work experience and/or military experience may be substituted for education at the rate of two years of experience for one year of education. Applicable additional education levels may be eligible to satisfy experience requirements.

Certificates, Licenses, Registrations:

  • Incumbent Bonding REQUIRED by TFCUs chosen authority.
  • Financial Industry Regulatory Authority (FINRA) Series 7 General Securities Representative License preferred at hire, required in order to proceed to provisional status.
  • FINRA Series 66 Uniform Combined State Law (FINRA Series 63 Uniform Securities Agent State Law and FINRA Series 65 Uniform Investment Advisor Law may be used in lieu FINRA Series 66 Uniform Combined State Law) License preferred at hire, required in order to proceed to provisional status.
  • State of Oklahoma, Life, Health, and Accident/Sickness Insurance License, preferred at hire, required in order to proceed to provisional status.
  • Certified Financial Planner (CFP), preferred.

Keys to success:

In order to be successful as the Associate Financial Advisor, you must possess these qualifications:

  • Must have the ability and reliable transportation to travel to all Full Service TFCU branches within Oklahoma
  • Excellent organizational skills to prioritize various assignments and projects under time constraints
  • Ability to retain information and knowledge of an FA and regulatory policies and procedures
  • Ability to work with urgency to meet a high level of accuracy requirements in securities and insurance reporting and documentation, within federal and state regulations and to insure the quality of TFCU and member/client portfolios
  • Present a professional, business-like appearance and manner
  • Must have the ability to become knowledgeable of federal, state, broker/dealer, and National Credit Union Administration (NCUA) regulations (i.e., Security Exchange Commission (SEC), FINRA, and State Securities and Insurance Regulations) and how they apply to job and duties thereof
  • Must maintain high level of integrity and confidentiality
  • Must have presentation skills and feel comfortable in communicating within various group sizes
  • Ability to effectively communicate with and actively listen to clients and aid in recommending products that meet their needs
  • Ability to analyze, understand, and communicate market movements, economic conditions, and risk factors as they relate to financial planning concepts, product pricing/valuations, etc.
  • Ability to understand the differences in philosophies between retail and/or bank securities and insurance business as compared to a credit unions affiliated securities and insurance business.

Tinker Federal Credit Union is an Equal Opportunity Employer and is committed to providing an environment free of harassment and discrimination. We celebrate the unique differences of our employees, and welcome people of all backgrounds. We believe in Diversity, Equity, and Inclusion, and know that embracing a diverse team makes us a better organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy status, parental status, political affiliation, or any other status protected by law. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Talent Acquisition at careers@tinkerfcu.org.

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