Investment Consultant
1 week ago
Recognized as one of the top credit unions in the nation for seven consecutive years
At Lighthouse Credit Union, our fundamental principles guide our mission and vision. We strive to enhance and support the lives of individuals, fostering a community that is beneficial for everyone.
Location: Portsmouth, NH
Work Environment: On-site, professional office setting
As a financial consultant, you will be accountable for achieving personal production targets and fulfilling customer service goals across all designated branches and/or your client portfolio. Your role will involve cultivating meaningful relationships with clients and prospects, identifying their financial requirements, and providing tailored solutions.
Financial consultants should be adept at addressing fundamental client investment needs, including:
- Asset growth and protection
- Retirement funding
- Education funding for children or grandchildren
- Growth that outpaces inflation and taxes
- Asset protection against unforeseen healthcare expenses
- Estate tax protection
Key Responsibilities:
This position requires extensive communication, including verbal, written, and electronic interactions, to deliver exceptional service.
- Engage with potential clients, assess investment objectives, prepare presentations, recommend investment products, follow up on client interactions, and assist customers in meeting their needs through the sale of investment and securities products.
- Offer investment and insurance solutions based on a holistic financial planning approach that considers all assets, goals, timelines, and risk tolerances.
- Develop strong relationships with clients, pursue new business opportunities, effectively manage an existing client portfolio, assess customer needs, and recommend suitable products and solutions by consistently applying the established sales process.
- Meet sales and revenue targets while achieving professional growth and development objectives.
- Maintain existing client relationships and follow up to manage future investment requirements.
- Assist in organizing and delivering branch seminars, ensuring appropriate follow-up.
- Contribute to the execution of local marketing initiatives.
- Comply with all FINRA and insurance regulations, as well as company policies.
Qualifications:
- Preferred three years of experience in financial services sales and customer service.
- Demonstrated excellence in member relations.
- Strong organizational skills.
- Analytical skills to understand complex products, services, and related regulations.
- Proficient interpersonal, sales, and relationship-building skills.
- Effective oral and written communication abilities.
Education Requirements:
- Equivalent to a college degree (BS or BA in a relevant field).
- Required to pass FINRA Series Securities Industry Essentials Examination, 7, 63 registrations; IAR (65/66 or equivalent designation). Continued employment is contingent on maintaining necessary licenses and a clean U4.
- Life, Health & Variable Licenses.
_______________________________________________
Benefits Offered:
- Employee loan discounts
- Tuition assistance program
- Comprehensive medical, dental, and vision coverage
- Paid time off and federal holidays
- Weekly pay schedule
- 401k plan with employer matching and profit sharing
- Participation in the Annual Incentive Plan
Additional Benefits:
- Ongoing training and advancement opportunities
- Predictable work schedule; all locations close at 5 PM and on Sundays
- Opportunity to join various employee-led Engagement Groups (e.g., Pride at Work, Women in Leadership, Book Club, Running & Walking)
- Local volunteer opportunities with employer-sponsored Volunteer Day
- Company outings and annual summit
- Hybrid work options
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Equal Opportunity Employer
#ZR
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