Financial Services Professional

5 days ago

Bushnell, Illinois, United States Suncoast Credit Union Full time
Job Title: Financial Advisor

Suncoast Credit Union is seeking a highly skilled Financial Advisor to provide financial and investment services to our members. As a key member of our team, you will be responsible for assessing members' financial situations and providing guidance on financial products and services to meet their needs.

Key Responsibilities:
  • Advise members on financial products and services to fit their financial needs
  • Analyze and assess members' investment and insurance protection needs, goals, risk tolerance, and current financial situation
  • Analyze alternative investment options and advise members on the advantages and disadvantages of different financial and insurance products
  • Collaborate with members to create a plan of action to assist them with achieving investment and financial goals
  • Execute plans in a manner easily understood by the members
  • Monitor the performance of members' portfolios and periodically review members' financial situations
  • Identify, assess, and manage relevant financial investment risks
  • Recommend adjustments to portfolios to resolve problems or concerns
  • Develop and implement a strategic marketing action plan at the regional level to consistently generate a minimum of 15-20 interviews per week with current or prospective members
  • Conduct evening seminars at various locations
  • Cultivate strong relationships and build trust among branch managers, credit union staff, school districts, community leaders, and other stakeholders
  • Adhere to broker and dealer-approved products list
  • Identify opportunities to cross-sell credit union products and services
  • Grow the minimum Assets Under Management (AUM) in fee-based solutions and trust services in connection with member needs
  • Maintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelines
  • Administer assigned accounts according to the established credit union and financial product guidelines
  • Attend educational events to increase professional knowledge and remain current on required continuing education modules
  • Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
Qualifications:
  • Bachelor's degree in business, finance, or economics (A comparable combination of work experience and training may be substituted for education requirements)
  • 8+ years of relevant experience in the field
  • 2+ years of experience as a Registered Representative
  • Florida Life with VA and health insurance license required
  • FINRA Series 7, 66 (or 63 and 65) and FIRNA or must obtain within 90 days of employment
  • FINRA record (U-4) with no unacceptable entries
  • Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities. This includes but is not limited to, securities regulations, privacy rules, IRC guidelines for retirement plans, and general tax laws
  • Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
  • Ability to conduct public presentations and communicate information requiring explanation or interpretation
  • Ability to conduct evening seminars at various locations
  • Must maintain a high level of confidentiality
Benefits:
  • 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts
  • Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
  • 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
  • Paid Volunteer Hours
  • Degree Assistance up to $5,000 per year

Suncoast Credit Union is a top workplace that values its employees and prioritizes the community. We offer a dynamic and inclusive culture that celebrates growth and provides opportunities for professional development. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.

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