Financial Services Advisor

2 days ago


Marshfield, Wisconsin, United States Simplicity Credit Union Full time
Financial Advisor Role at Simplicity Credit Union

Simplicity Credit Union is a team of passionate individuals dedicated to helping our friends and neighbors achieve their financial goals. As a Financial Advisor, you will play a crucial role in counseling members to maximize their financial potential through specialized financial products and services.

Key Responsibilities:
  • Gain a deep understanding of members' financial and personal goals, prioritizing their needs while identifying opportunities to gather additional client assets.
  • Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, and follow up on client contacts to help customers meet their needs.
  • Build strong relationships with members within the credit union, profile and execute on new business, and assess member needs to recommend the right combination of products and solutions.
  • Adhere to all FINRA and insurance rules and regulations, as well as company policies.
  • Achieve sales and revenue goals and meet professional growth and development objectives.
  • Organize and assist with the delivery of branch seminars and ensure follow-up from these events.
  • Participate in local marketing development plans.
  • Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.
Requirements:
  • FINRA Securities Industry Essentials Examination, Series 6, 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred.
  • Life/health and variable insurance licenses.
  • Three years of financial services sales and service experience preferred.
  • Exceptional analytical skills with a strong attention to detail, ability to plan, prioritize, and organize work effectively and efficiently.
  • Must be friendly and able to represent the Credit Union in a professional and positive manner.
Professionalism and Leadership:
  • Believes in own capabilities and knowledge to affect positive outcomes and demonstrates that attitude in performing day-to-day activities.
  • Self-motivated by the desire to accomplish goals and have exceptional performance; very open to receiving constructive feedback.
  • Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
  • Takes initiative to be involved in networking opportunities in the community.
  • Generates innovative ideas and creative solutions to challenging problems.
  • Models behavior that builds inter-personal trust and personal integrity within the team.
What We Offer:
  • 401(k) and 401(k) matching.
  • Dental insurance.
  • Disability insurance.
  • Health insurance.
  • Health savings account.
  • Life insurance.
  • Paid time off.
  • Vision insurance.

Schedule: 8-hour shift, day shift, Monday to Friday.



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