Financial Services Professional
3 weeks ago
Financial Advisor Job Description
Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market conditions and financial products.
Key Responsibilities:
- Identify and evaluate customer needs for financial services
- Develop investment strategies to implement
- Stay current on market conditions and financial products
- Attend training and continuing education to stay up-to-date on investment products and services
- Meet regularly with Program Manager and train with Program Manager as needed
- Drive investment and program integration initiatives with credit union and/or assigned bank program
- Engage with assigned branch staff and provide ongoing training and coaching
- Provide regular feedback to branch employees and credit union executives on sales practices and business development initiatives
- Work with Financial Center Managers to identify and leverage cross-sell opportunities
- Service and perform periodic reviews of existing client accounts and meet with clients periodically to review and update client needs
- Remain visible to the public to meet and retain potential new clients for CFS
Required Qualifications:
- Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses
- Clean U-4 and Background
- Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
- Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients
- Experience and aptitude with working with a broker-dealer technology, i.e., electronic order entry systems, DocuSign, etc. to process business, as well as the use of a CRM to document all interactions and activities
Desired Qualifications:
- Undergraduate Degree in Business, Finance, or related field
- Certified Financial Planner (CFP) designation a plus
- Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment
About Atria Wealth Solutions:
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.
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