Financial Advisor

5 days ago

Eagle, ID, United States First Tech Federal Credit Union Full time

Description

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the member's unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups.In addition, the Financial Advisor creates, updates, and implements comprehensive financial plans for members and regularly reviews members' accounts.

Here's what you can expect from the job and what you need to be successful:

Job duties:

  • Assist members and prospects with information, products offered and procedures to implement an investment program
  • Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
  • Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
  • Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique needs of the Experience Center
  • Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
  • Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures

Essential skills:

  • Minimum Education:High School Diploma, with CFP designation preferred
  • Minimum of 5 years' experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate
  • Experience working in a bank or credit union environment preferred
  • Exceptional interpersonal skills to engage with internal and external business partners
  • Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
  • Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
  • Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
  • Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency
  • Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
  • Ability to assess individual client needs and foster strong relationships
  • Proficiency with basic to complex mathematical calculations
  • Working knowledge of Microsoft Office Suite and financial planning software
  • Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
  • Certification/License: Series 7, 63, 65/66FINRA licenses, Life & Disability Insurance license required; CFP preferred
  • Clean U-4

Location: Boise Experience Center - Eagle, ID 83616

Target Compensation in Idaho: $47,000 to $56,000 (This range reflects reasonable earnings potential which includes a base salary of $36,000 and annual incentive pay based on current production)

Benefits options include:

  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different? Clickhereto learn more

First Tech is not currently offering Visa sponsorship or transfer for this position

#FT123#LI-MG

Registered Address: 47 E Riverside Dr. Eagle, ID 83616

Financial Advisors offer securities throughRaymond James Financial Services, Inc.MemberFINRA/SIPCand securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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