Wealth Management Advisor
8 hours ago
Mountain America Credit Union is seeking a skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals.
Key Responsibilities
- Conduct daily member meetings to assess their unique financial situation and provide personalized recommendations.
- Responsible for production, sales, and service goals, ensuring high member satisfaction and revenue growth.
- Serve as an active mentor to other licensed employees, providing training and support to help them succeed.
- Search for cross-sell opportunities for other credit union products and services, driving revenue growth and member engagement.
- Support branch staff by handling general member wealth management inquiries and following up on referrals.
- Maintain compliance with all credit union, NCUA, broker-dealer, agency, and FINRA policies and regulations.
- Network with MACU and non-MACU business partners to drive business growth and partnerships.
- Champion all wealth management marketing campaigns, including credit union-wide initiatives.
- Three to five years of previous experience in selling mutual funds and annuities in a similar environment, with at least five years of industry experience.
- FINRA Series Licenses 7, 63, and 65 (or 66 in place of 63 and 65); State Life Insurance license required.
- Certificates such as a CFP, RICP, ChFC, or CLU preferred.
- Experience providing investment guidance and advice to members, with a superior record of sales achievement and high ethical standards.
- 4-year Bachelor Degree or Equivalent.
- Advanced Microsoft Office Suite skills, with the ability to learn applicable software required for the role.
This is an office-type work environment with a moderate noise level. The successful candidate will be required to lift up to 25 pounds occasionally and up to 50 pounds rarely.
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