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Wealth Management Advisor

1 month ago

West Jordan, Utah, United States Mountain America Credit Union Full time
Job Summary

Mountain America Credit Union's wealth management team serves its retail and small business members across Utah, Idaho, Arizona, Nevada, and New Mexico. As a Wealth Advisor, you will offer financial products to help our members achieve their financial goals. Our products include mutual funds, retirement accounts, fixed and variable annuities, alternative investments, employer-sponsored plans, and insurance products.

Job Description

Location

West Jordan 5600 W Branch

5572 W 9000 S

West Jordan, UT 84081

Schedule

Full Time

To be successful in this role, you must be able to perform the following job duties:

  • Conduct daily member meetings to assess their unique financial situations
  • Meet production, sales, and service goals
  • Act as an active mentor to other licensed employees
  • Train other branch staff and/or team members, including branch training meetings
  • Provide, prioritize, and execute recommendations, which may include documenting member interactions, preparing paperwork, placing trades, opening/servicing accounts, ensuring all paperwork is in good order, coordinating signatures, and submitting referrals to business partners
  • Invite members to return periodically to review their financial situations/recommendations
  • Search for cross-sell opportunities for other credit union products/services
  • 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, FINRA policies and regulations
  • Ensure high member satisfaction
  • Support revenue and expense controls for the wealth management team
  • Network with MACU and non-MACU business partners
  • Champion all wealth management marketing campaigns, including all credit union campaigns
  • All other duties as assigned
Requirements

The following requirements are necessary for this role:

  • 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
  • Four-year Bachelor's Degree or Equivalent
  • 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
  • Ability to demonstrate a superior record of sales achievement while maintaining high ethical standards
  • Degrees and/or certificates such as an MBA, CFP, CHLU, or CHFC preferred
Skills and Abilities

The following skills and abilities are necessary for this role:

  • Advanced Microsoft Office Suite
  • Ability to learn applicable software required for the role
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
  • Ability to write routine reports and correspondence
  • Ability to speak effectively before groups of employees, members, or clients
  • Ability to effectively communicate and coach while responding to all member inquiries in an efficient manner
  • Superior sales skills and a command of all aspects of investment and insurance products, including mutual funds and annuities
  • Thorough understanding of economic principles and compliance standards
  • Ability to adapt and respond appropriately to changing work demands
  • Ability to multi-task many high-priority tasks
Working Conditions

The following working conditions are necessary for this role:

  • Office type work environment
  • Moderate noise level