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Wealth Management Specialist
2 months ago
As a key member of the Investment Services team, you will engage with clients to provide tailored financial guidance and investment solutions. Your role will involve assessing client needs, recommending appropriate financial products, and ensuring compliance with regulatory standards.
Key Responsibilities:
- Conduct in-depth consultations with clients to identify their financial objectives and develop personalized investment strategies.
- Introduce and explain non-deposit investment products while adhering to compliance regulations.
- Maintain a comprehensive understanding of relevant financial laws and regulations to ensure adherence in all client interactions.
- Foster a collaborative and supportive environment for junior advisors, encouraging professional development and skill enhancement.
- Regularly review client portfolios and provide updates to ensure alignment with their financial goals.
- Collaborate with branch management to identify and promote referral opportunities.
- Organize and lead educational workshops on investment topics for clients and staff.
- Stay informed about current market trends and investment products available through our partnerships.
- Prepare and submit regular reports on client interactions and business development activities.
- Address client inquiries regarding investment options and credit union services.
Qualifications:
- Education: Bachelor’s degree in a relevant field or equivalent experience in financial services.
- Experience: Minimum of three years in the sales and delivery of investment products, with at least one year in a financial institution.
- Skills: Proficient in Microsoft Office Suite, strong communication and organizational skills, and a solid understanding of credit union policies.
Physical Requirements:
Ability to engage in prolonged periods of sitting with occasional mobility. Must possess corrected vision and normal hearing capabilities. Frequent travel may be required.
Licenses/Certifications:
Valid driver's license and necessary insurance licenses, along with FINRA registrations. Professional designations in financial planning or wealth management are preferred or to be obtained within two years.
