Financial Services Professional

4 weeks ago


Evansville, Indiana, United States Heritage Federal Credit Union Full time

About the Role:

Heritage Federal Credit Union is seeking a skilled Financial Advisor to provide comprehensive financial planning and investment advice to clients. The ideal candidate will have a strong understanding of financial markets and a proven ability to build and maintain client relationships.

Key Responsibilities:

  • Provide financial planning services to clients, including retirement planning, investment planning, tax planning, estate planning, and risk management.
  • Build and maintain relationships with clients by understanding their financial needs and goals and providing personalized financial advice.
  • Conduct in-depth financial analysis of clients' current financial situations, including reviewing financial statements, evaluating investment portfolios, and assessing risk tolerance.
  • Develop customized financial plans that align with clients' objectives and provide recommendations for achieving their financial goals.
  • Educate clients on various investment options, strategies, and risks, and recommend appropriate investment products and services.
  • Monitor and review clients' investment portfolios regularly, and make adjustments based on changes in market conditions, clients' financial goals, and risk tolerance.
  • Stay up to date with market trends, economic conditions, and changes in financial regulations, and provide insights and recommendations to clients.

Requirements:

  • Bachelor's degree in Business, Finance, or equivalent trade off in professional work experience.
  • 3-5 years successful financial services sales experience.
  • Life, health, and variable insurance license.
  • FINRA Securities Industry Essentials Examination, Series 7, 63 and IAR (65/66 or appropriate designation) registrations. LUTCF, CLU, ChFC or CFP designation preferred.
  • Demonstrated ability to effectively build business relationships with diverse clients.
  • Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.
  • High level oral and written communication skills.
  • Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.

About Heritage Federal Credit Union:

Heritage Federal Credit Union offers financial products and services to anyone who lives, works, works, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois.



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