Financial Services Professional

1 month ago


Portsmouth, New Hampshire, United States Lighthouse Credit Union Full time
Job Opportunity

At Lighthouse Credit Union, we are seeking a skilled Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and building strong relationships with clients and prospects.

Key Responsibilities:

  • Meet and profile prospective clients, reviewing their investment goals and preparing presentations to recommend investment products.
  • Provide comprehensive financial planning and investment solutions to customers, incorporating all assets, goals, time horizon, and risk tolerances.
  • Build and maintain strong relationships with customers, profiling and executing on new business opportunities, and assessing customer needs to recommend the right combination of products and solutions.
  • Achieve sales and revenue goals, as well as meet professional growth and development objectives.
  • Organize and assist with the delivery of branch seminars and ensure follow-up to these events.
  • Participate in the execution of local marketing development plans.
  • Adhere to all FINRA and insurance rules and regulations, as well as company policies.

Requirements:

  • Three years of financial services sales and service experience preferred.
  • Analytical ability to comprehend complex products, services, and related regulations.
  • Proficiency with personal computers, spreadsheets, and selecting databases.
  • Self-starter with high motivation and strong interpersonal skills.

Benefits:

  • Employee loan discount
  • Student loan/tuition assistance program
  • Comprehensive medical/dental/vision
  • PTO and paid federal holidays
  • Weekly paychecks
  • 401k plan with employer match/profit sharing
  • Participation in the Annual Incentive Plan

Additional Perks:

  • Continued training and advancement opportunities
  • Balanced/Predictable schedule
  • Opportunity to join employee-created Engagement Groups
  • Local Volunteer Opportunities with employer contributed Volunteer Day
  • Company Outings and annual Summit
  • Hybrid work environments

We are an Equal Opportunity Employer.



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