Financial Services Professional
1 week ago
As a Financial Advisor at University Federal Credit Union, you will play a crucial role in providing members with expert financial and retirement planning services. Your primary responsibility will be to offer investment advice, recommend suitable financial solutions, and communicate the risks, attributes, features, and benefits of investment products and services.
About University Federal Credit Union
Our credit union was founded in 1936 and has grown to serve over 384,816 members. We are dedicated to serving our members, empowering their financial success, and building financially healthy communities. Our employees are not only part of our team but also members themselves, working together to achieve our mission.
Key Responsibilities
- Identify and evaluate member needs for financial services, assess their objectives and goals, and develop an investment strategy to implement.
- Analyze client financial information, investment objectives, and goals to determine which financial products best meet individual members' needs and financial circumstances.
- Collect client financial information, investment objectives, and goals, and advise customers regarding the advantages and disadvantages of different financial products.
- Service and perform periodic reviews of existing client accounts, meet with clients periodically to review and update client needs, and ensure investment objectives and goals are progressing according to plan.
- Analyze market conditions, maintain current knowledge about financial and investment vehicles in the market, and the tax and securities consequences to clients of particular investments.
Requirements
- Bachelor's degree in a related field (e.g., finance, accounting, business).
- Minimum of five (5) years of experience in a related field.
- Extensive client service experience; managing an ongoing book of business.
- Credit union, financial institution, or investment firm experience.
- Proficient in Microsoft Office (Word, Outlook, Excel, Customer Relations Management software).
- FINRA Series 7 and either 63, 65, or 66 Series licenses.
- Texas Life, Accident, and Health Insurance license (or become licensed within 90 days of hire).
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