Financial Consultant

• Review member needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs
• Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.
• Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.
• Development and sustain strong branch relationships.
• Maintain a regular presence in assigned branches.
• Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.
• Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
• Cross-sell products and services as appropriate.
• Perform other job-related duties as assigned by Managers(s).

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Competencies:

• Excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused and concise manner.
• Extremely organized with attention to detail.
• Ability to function independently and proactively with minimal supervision.
• Qualified candidate must possess a high level of initiative and commitment to client service.

Education and Experience Requirements:

• Bachelor's Degree
• 5 to 7 years of experience in financial services
• Current FINRA Series 7 and 66 registrations
• Established track record of sales accomplishments
• Life, Accident and Health insurance licenses or the ability to obtain within 6 months of hire

Job Type: Full-time

Pay: $80,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Andover, MA: Relocate before starting work (Required)

Work Location: In person