Financial Advisor

19 hours ago


League City, Texas, United States Atria Wealth Solutions Full time
Job Summary

University Federal Credit Union is seeking a Financial Advisor to provide members, non-members, and employees with financial and retirement planning services. The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Provide investment advice and recommend appropriate financial solutions to members and non-members.
  • Communicate information about risks, attributes, features, and benefits of investment products and services.
  • Build and maintain relationships with members and employees through regular communication and follow-up.
  • Meet or exceed monthly sales quotas and consistently provide personalized investment services.
Requirements
  • High School Diploma or equivalent required.
  • Minimum of three (3) years of related experience required.
  • FINRA Series 7, 66 or 63/65 combination licenses required.
  • Life and Health Insurance Licenses required.
Preferred Qualifications
  • Bachelor's degree in a related field preferred.
Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee is frequently required to stand and walk. Employee will make extensive use of the telephone requiring the ability to effectively and accurately explain complex information.


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