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Financial Services Professional

1 month ago

Austin, Texas, United States Atria Wealth Solutions Full time
Financial Advisor

University Federal Credit Union is seeking a Financial Advisor to join their team in the northern part of their Austin, TX market. This role is a great opportunity for a motivated and experienced professional to provide financial and retirement planning services to members, non-members, and UFCU employees.

Key Responsibilities
  • Provide financial and retirement planning services to members, non-members, and UFCU employees.
  • Conduct webinars, seminars, and workshops on financial and retirement topics.
  • Prospect for clients internally and externally through client referrals, networking, and existing members.
  • Identify opportunities to expand member relationships.
  • Consistently follow up on leads elicited through growth generating activities.
  • Provide personalized investment services by meeting with members, non-members, and employees to acquire a full understanding of their financial objectives.
  • Analyze financial information and develop a diversified investment strategy using a wide range of products to meet the members' goals.
  • Advise clients with investment relationships on asset allocation and portfolio construction.
  • Follow up on a regular basis to ensure the members' needs are met.
  • Meet or exceed monthly sales quotas.
  • Seek guidance and coaching from Manager, Financial Advisors, and Wealth Advisors.
  • Build relationships and work with various business partners.
Requirements
  • High School Diploma or equivalent required.
  • Minimum of three (3) years of related experience required.
  • FINRA Series 7, 66 or 63/65 combination licenses required.
  • Life and Health Insurance Licenses required.
  • Must be bondable.
Preferred Requirements
  • Bachelor's degree in a related field preferred.
Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this job, the employee is regularly exposed to outdoor weather conditions.
  • This position may involve periodic stressful conditions.
  • May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
  • May occasionally move from one work location/branch to another.
  • Public contact position, requiring appropriate professional appearance.
  • Frequent computer use at a workstation up to two hours at a time.
  • The noise level in the work environment is usually moderate.