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Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services.
Summary of Responsibilities:
Leverage fee-based financial planning tools to help clients reach their personal, education, business, retirement, and estate planning goals.
Conduct Investment, Insurance, and Estate Planning sales with assigned Members.
Provide Financial Education services to Credit Union Members.
Achieve activity and sales goals as agreed upon.
Education:
Bachelor’s Degree (BS) from four-year College or University: or associate degree (AAS) from two-year College or equivalent job experience.
Possess valid FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance).
Certified Financial Planner designation preferred. Credentials recommended.
Qualifications and Experience:
Need two or more years of experience in related financial planning/sales field, or equivalent combination of education and experience.
Possess a clean credit and U-4 CRD history.
Knowledge and Skills:
Excellent organizational and time management skills. Ability to work independently and consistentlywith minimal or no direction and proactively demonstrates initiative.
Excellent interpersonal/communication skills.
Pays close attention to detail with a high degree of accuracy.
Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills.
Maintains high level of confidentiality.
Excellent decision-making/problem solving skills relating to highly diversified, complex financial planning issues. Utilizes computer, general office equipment adeptly.
Essential Duties and Responsibilities:
Conduct prospective client interview, implement the client’s financial plan, and provide servicing appointments with commitment to client satisfaction.
Perform pro-active prospecting activities to Credit Union members and alsooutside of >span class="EOP SCXW216778719 BCX0" data-ccp-props="{"335559738":0,"335559739":0}">
Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional sales opportunities i.e.: Insurance, Estate Planning, and Financial Planning.
Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce.
Perform all related job duties and office operations in accordance to established Credit Union and broker dealer policies and procedures.
Follow credit union policies for compliance with all laws and regulations, specifically, but not limited to, the Bank Secrecy Act, Security Policies and Confidentiality Policies.
Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.
Full Time
Investment Management
$50k-69k (estimate)
11/22/2023
05/29/2024
priorityfinancialgroup.org
MASON, OH
25 - 50
Private
ANDREW RABAS PRINCIPAL
<$5M
Investment Management
The job skills required for Financial Advisor include Interpersonal Communication, Prospecting, Health Insurance, Client Relationship, Time Management, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.