Financial Services Professional

2 days ago

Greenville, South Carolina, United States Atria Wealth Solutions Full time
Financial Advisor II

Truliant Federal Credit Union is seeking a Financial Advisor II to join their team in the Greenville, SC area. As a Financial Advisor II, you will serve the financial advisory needs of credit union members utilizing a holistic approach. You will help members identify their financial goals and objectives, use financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals and objectives, and establish an ongoing relationship with members to periodically review their portfolio.

Key Responsibilities:
  • Presents a professional image and cultivates strong working relationships with Credit Union staff, members, and other key people involved in the Credit Union's delivery of service to existing members.
  • Implements the key individual elements of yearly marketing plans in daily work efforts, consistently generating a minimum of 15-20 appointments per week with members through proactive outreach and successful marketing efforts.
  • Follows the sales process and procedures as established through the TFA program, adhering to all Credit Union, TFA, and broker-dealer policies.
  • Follows established policies and procedures of ethical market conduct, conducting business according to high standards of honesty, fairness, and integrity.
  • Meets or exceeds the minimum budgeted GDC and/or new assets invested goals established for the position on a monthly as well as yearly basis.
Requirements:
  • Must have excellent communication skills in English, both verbal and written.
  • Must have consistent record of meeting / exceeding compliance inspections and keeping high overall business integrity standards.
  • Must have advanced skills with MS Office, including Excel, Word, PowerPoint, and Outlook.
  • Must have the ability to deliver services and make presentations through remote technologies such as WebEx, conference calling, and delivering documents through DocuSign.
Benefits:
  • No-cost employee Medical, dental, vision coverage.
  • Prescription benefits (including mail order).
  • Paid holidays and Paid Time Off (PTO).
  • 401(k) plan with contribution matching.
  • Retirement/pension plan.
  • Paid community involvement volunteer hours.
  • Paid group life Insurance.
  • Teammate loan discounts.
  • Tuition reimbursement.
  • Short and long-term disability.
  • Health & Wellness program.
  • Teledoc (physician video conferencing).
  • Onsite fitness facilities or health club reimbursement.
  • Employee Assistance Program (EAP).
  • Medical flexible spending account.
  • Dependent care flexible spending account.

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