Financial Advisor

1 day ago

Austin, United States A+ Federal Credit Union Full time

Financial Advisor

Job Type: Full-Time

Exemption Type: Exempt

Financial Advisors work in partnership with the credit union to provide comprehensive financial services to credit union members. A Financial Advisor is an integral part of the credit union environment providing wealth management services in the area of investment, insurance, retirement and estate planning.

Essential Functions:

Department Support

  • Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops a personalized investment strategy to implement.
  • Utilizes a financial planning approach and related software to draft a comprehensive financial plan creating customized strategies unique to each member.
  • Remains visible to public to meet potential new clients for A+FCU, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
  • Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan.
Branch Support
  • Works with branch managers to identify and leverage cross-sell opportunities both to and from investment services.
  • Provides regular feedback to branch employees, credit union leaders and manager regarding business results and development initiatives.
  • Drives investment and program integration initiatives and provides branch personnel training in assigned branches.
  • Commitment to supporting, and contributing to, a team-oriented culture and participation in A+FCU sponsored community events.
Miscellaneous
  • Meets regularly with manager for continued training and development.
  • Attends training and/or completing required continuing education and keeps current on investment products and services offered.
  • Stays current and analyzes market conditions. Stays updated on financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments.
  • Maintains confidentiality.
  • Performs additional duties as assigned or directed
Education and Experience
  • High school diploma or GED required
  • Bachelor's degree in Business, Finance, or related field preferred
  • Active Series 6, (Series 7 preferred), 63/65 (or 66) licenses along with Texas Life, Accident & Health licenses required
  • Clean U-4 required
  • Two years of sales experience in the financial services industry required (bank or credit union preferred)
  • Certified Financial Planner (CFP) designation preferred
Knowledge, Skills & Abilities
  • Strong time management, prioritization, and organizational skills. Proficient in Microsoft Office Suite.
  • Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop
  • Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment
  • An advanced level of performance and work ethic requiring minimum supervision
  • Strong integrity and ethics
  • Advanced critical thinking, analytical and problem-solving skills
  • Ability to travel between branch locations as needed
Physical Functions
  • Must have the ability/stamina to work at least 40 hours a week
  • Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data
  • Must be able to communicate heavily through telephone, e-mail and in-person communications
  • Must be able to engage in problem-solving skills to help identify and solve potential issues in the field


Types of Decisions requiring supervisory approval: Situations outside A+FCU policies and procedures

  • Financial Advisor

    5 days ago

    Austin, United States Thrivent Full time

    Do Work that MattersEnjoy the rewards of building a business that allows you to help Christians make financial choices guided by values. Unlike anywhere else, you’ll receive the support, stability and opportunity of a Fortune 500 leader while focusing every day on making a meaningful difference in the lives of those you serve.Job DescriptionThrivent...

  • Financial Advisor

    6 days ago

    Austin, United States Thrivent Full time

    Do Work that MattersEnjoy the rewards of building a business that allows you to help Christians make financial choices guided by values. Unlike anywhere else, you’ll receive the support, stability and opportunity of a Fortune 500 leader while focusing every day on making a meaningful difference in the lives of those you serve.Job DescriptionThrivent...

  • Lead Financial Advisor

    5 days ago

    Austin, United States Strategic Wealth Designers Full time

    Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?Strategic Wealth Designers (SWD) is a full-service financial firm specializing in...

  • Lead Financial Advisor

    6 days ago

    Austin, United States Strategic Wealth Designers Full time

    Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?Strategic Wealth Designers (SWD) is a full-service financial firm specializing in...

  • Thrivent | Financial Advisor

    6 days ago

    austin, United States Thrivent Full time

    Do Work that MattersEnjoy the rewards of building a business that allows you to help Christians make financial choices guided by values. Unlike anywhere else, you’ll receive the support, stability and opportunity of a Fortune 500 leader while focusing every day on making a meaningful difference in the lives of those you serve.Job DescriptionThrivent...

  • Insurance and Financial Advisor

    7 days ago

    Austin, Texas, United States Opes One Full time

    Join a dynamic team of professionals at Opes One and take the first step towards a rewarding career in financial services! As a Financial Advisor, you will have the opportunity to work with a wide range of clients, each with their unique financial goals and objectives. Our comprehensive training program will equip you with the skills and knowledge necessary...

  • Financial Solutions Advisor

    7 days ago

    Austin, Texas, United States Capitol Chevrolet Full time

    Job Title: Financial Solutions AdvisorAbout Us: Capitol Chevrolet is committed to providing our customers with exceptional service and support. We believe that everyone deserves to own a car, and we're dedicated to making that happen. We're seeking a highly skilled Financial Solutions Advisor to join our team and help us provide our customers with the best...

  • Senior Sales Director

    4 weeks ago

    Austin, Texas, United States LPL Financial Full time

    About LPL FinancialLPL Financial is a leading independent broker-dealer, providing an integrated platform of proprietary technology, brokerage, and investment advisor services. Our company values creativity, growth, and teamwork, making it an ideal place to build a career.Job OverviewThe Vice President (VP), Sales Strategy, LPL Business Solutions plays a...

  • Financial Services Advisor

    6 days ago

    Austin, Texas, United States United Heritage Credit Union Full time

    About the RoleAs a Financial Services Advisor at United Heritage Credit Union, you will play a critical role in delivering exceptional customer service to our members.You will be responsible for responding to member inquiries and resolving issues in a timely and professional manner.You will also work closely with other team members to ensure that our members...

  • Financial Services Advisor

    6 days ago

    Austin, Texas, United States Charles Schwab Full time

    About This OpportunityAs a Financial Services Advisor at Charles Schwab, you'll play a key role in delivering exceptional customer experiences and helping clients achieve their financial goals.This role offers an exciting opportunity for individuals interested in a career in finance, providing guidance and solutions to participants of employer-sponsored...

  • Strategic Wealth Designers | Lead Financial Advisor

    6 days ago

    austin, United States Strategic Wealth Designers Full time

    Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?Strategic Wealth Designers (SWD) is a full-service financial firm specializing in...

  • Customer Experience Manager

    7 days ago

    Austin, Texas, United States Advisor Employee Services Full time

    Administrative Support SpecialistAre you an organized and detail-oriented individual looking for a new challenge? Do you have a passion for delivering exceptional client service? If so, we encourage you to apply for the Client Service Administrator role at Advisor Employee Services in Austin, TX.About the Position:This is a full-time position that involves...

  • Financial Advisor

    5 days ago

    Austin, United States Capitol Wealth Strategies Full time

    Company DescriptionCapitol Wealth Strategies, based in Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of their financial future and navigate a clear path to long-term wealth and security. As a proud Agency of The Guardian Life Insurance Company of America®, we offer a comprehensive suite of...

  • Financial Advisor

    6 days ago

    Austin, United States Capitol Wealth Strategies Full time

    Company DescriptionCapitol Wealth Strategies, based in Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of their financial future and navigate a clear path to long-term wealth and security. As a proud Agency of The Guardian Life Insurance Company of America®, we offer a comprehensive suite of...

  • Building a Successful Practice as a Financial Advisor

    1 week ago

    Austin, Minnesota, United States Edward Jones Full time

    Salary and BenefitsAs a Financial Advisor at Edward Jones, you will have access to a competitive compensation package with no ceiling on earning potential. This includes a salary range of $60,000 - $120,000 per year, based on experience and performance, plus commissions and bonuses. You will also receive a comprehensive benefits package, including medical...

  • Comprehensive Financial Advisor Trainee

    2 weeks ago

    Austin, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee RoleWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team in Austin, TX. As a key member of our organization, you will embark on a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...

  • Prosperity Advisor

    3 weeks ago

    Austin, Texas, United States Edward Jones Full time

    Unlock Your Potential as a Prosperity AdvisorIn this rewarding role, you'll have the opportunity to partner with clients and help them achieve their long-term financial goals. As a Prosperity Advisor at Edward Jones, you'll develop and grow your own practice, supported by a dedicated team and cutting-edge resources.About UsEdward Jones is a Fortune 500...

  • Insurance and Financial Advisor Position

    1 week ago

    Austin, United States Michele Warren - State Farm Agent Full time

    Career OpportunityMichele Warren - State Farm Agent is seeking a talented and ambitious individual to join our team as an Insurance and Financial Advisor. This is an exciting opportunity to develop your skills and knowledge in sales, marketing, and customer service, while working closely with an experienced agent to build a successful...

  • Financial Advisor Trainee

    3 weeks ago

    Austin, Texas, United States Mutual of Omaha Full time

    OverviewWe are seeking a highly motivated and ambitious Financial Representative Trainee to join our team. As a key member of our sales force, you will play a crucial role in helping individuals achieve their financial goals.Salary and BenefitsAs a Financial Representative Trainee, you can expect a competitive starting wage of $16 per hour for up to 30 days....

  • Administrative Assistant

    1 month ago

    Austin, United States Ameriprise Financial Full time

    Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly- financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The administrative assistant supports the many different tasks for which the...