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Wealth Management Specialist

2 months ago

Palo Alto, California, United States First Technology Federal Credit Union Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at First Technology Federal Credit Union. As a Financial Advisor, you will play a critical role in helping our members achieve their financial goals and objectives.

Key Responsibilities
  • Assist members, prospects, and clients with financial planning, insurance, and investment products offered by the credit union.
  • Provide clients with assistance and education on concentrated technology stock positions, tax efficiencies, estate planning, and other financial matters.
  • Partner with Premier Bankers to access high-net-worth and ultra-high-net-worth prospects and provide wealth management services to this group.
  • Guide clients through goal setting, financial planning, and portfolio analysis.
  • Cultivate and maintain relationships with prospects and clients by tracking their financial successes and keeping them informed of industry, market, and regulatory changes that may affect their finances.
  • Leverage technology, such as financial planning and client relationship management software, to provide exceptional service to clients.
  • Maintain member files and records to comply with regulatory requirements.
  • Serve as a liaison between clients and other financial professionals, such as CPAs and attorneys.
  • Interface with mutual fund companies, insurance companies, clearinghouses, and broker/dealers to provide services to members.
  • Coordinate, conduct, and maintain approved promotional campaigns to grow new clients and maintain current ones.
  • Stay informed of current success of investment products offered and new products being made available through broker/dealers.
  • Prepare all new business for submission to Raymond James for processing, using standard procedures.
Requirements
  • Minimum of 5 years' experience as a financial advisor in the sale, consultation, and delivery of personal investment products and services.
  • Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion.
  • Ability to create and deliver dynamic and engaging presentations, tailoring messages to the audience.
  • Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency.
  • Ability to organize, analyze, and interpret data to reach sound decisions and guide investors based on individual risk tolerances.
  • Ability to assess individual client needs and foster strong relationships.
  • Exceptional interpersonal skills to engage with internal and external business partners.
  • Proficiency with basic to complex mathematical calculations.
  • Possess an in-depth understanding of the financial industry, financial concepts, and the mathematics behind them, high-level product knowledge, competitive intel, and client-service strategies.
  • Working knowledge of Microsoft Office Suite and financial planning software.
  • Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred.
Education and Certifications
  • High School Diploma, Bachelor's Degree preferred.
  • Series 7, 63/65 or 66 licenses, Life & Disability Insurance license required; CFP preferred.
  • Clean U-4.
Location and Compensation

This position will support 3 of our branches: Palo Alto, Cupertino, and San Jose in California. Target compensation in Palo Alto, CA: $24,000 + Commission.

Benefits
  • Traditional medical, dental, and vision coverage.
  • 401K matching up to 5% per pay period.
  • Accrue up to 17 days of Paid Time Off your first year of employment.
  • 11 paid federal holidays.
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria).