Financial Services Professional
1 month ago
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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