Financial Services Professional
2 weeks ago
We are seeking a highly motivated and experienced Financial Advisor Associate to join our team at Patelco Credit Union. As a Financial Advisor Associate, you will be responsible for providing retirement and investment services to our members in the South Bay and Peninsula area branches.
Key Responsibilities- Provide investment advice to current and prospective clients to help them achieve their financial goals.
- Recommend suitable financial products and services depending on each client's particular financial status and objectives.
- Educate clients regarding the risks, advantages and disadvantages of the different products and services available to them to meet their financial goals.
- Partner closely with the credit union branch manager to create a plan to educate members and provide coaching and sales support to credit union employees.
- Contact assigned clients and schedule appointments to review goals.
- Process paperwork and trades for assigned clients.
- Handle routine member inquiries; effectively work with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and member satisfaction.
- Report specific problems to Program Manager on an as needed basis.
- Set up and maintain client files with appropriate information and in accordance with FINRA compliance standards.
- Keep all securities and insurance licensing current through successful completion of Continuing Education Requirements.
- Complete weekly report of contacts made.
- Service branch referrals for members with investment needs.
- Active FINRA SIE, Series 7, 66 (or 63 and 65) and California Insurance License.
- Financial services industry experience.
- Client-focused.
- An excellent listener with strong communication skills, both verbal and written.
- Competitive nature.
Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Benefits- Exceptional Medical, Dental, Vision, and Life Insurance benefits.
- Rewards for completing wellness related activities.
- Competitive compensation packages with bonus opportunity.
- 401(k) with 3% Safe Harbor and 5% employer match.
- Discounts on loan products.
- Tuition reimbursement.
- Employee Assistance Program (EAP).
- PTO for part-time and full-time positions.
- Paid holidays.
- On-the-job training and skills development.
- Internal transfer opportunities for career growth.
- Volunteer work.
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