Financial Services Representative
1 day ago
We are seeking a highly skilled Financial Advisor to join our team in the Galveston, League City, and Houston areas. As a Financial Advisor, you will provide members, non-members, and UFCU employees with financial and retirement planning services.
Key Responsibilities- Provide investment advice and recommend appropriate financial solutions to clients.
- Communicate information about risks, attributes, features, and benefits of investment products and services.
- Conduct 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.
- 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.
- Bachelor's degree in a related field preferred.
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.
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