What are the responsibilities and job description for the Senior Financial Advisor position at Wright-Patt Credit Union?
Category
Retirement Solutions
Job Location
7345 Old Troy Pike, Huber Heights, Ohio
Pay Classification
Exempt (Salary)
NMLS Required
No
Work Type
Standard
Position Type
Full-Time/Regular
Supporting our Northern Member Centers in Huber Heights (2 locations) and Northwest Dayton. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products. This includes retirement planning, investment planning, college planning, estate planning and insurance needs. The SFA has general responsibility for developing and executing a business plan to grow their market and their team. The SFA also identifies member-owner needs and provides solutions in order to deliver an ever increasing level of service and economic value to member-owners.
- Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and/or credit union products.
- Sells investment and insurance products to member-owners.
- Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved.
- Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads.
- Conducts regular training of member center partner-employees on investment and insurance products.
- Conducts educational seminars related to financial planning topics.
- Coaching and developing the Financial Advisor assigned to the territory. This includes support in member center training, Investment Product training and specific investment recommendations.
- Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
The Senior Financial Advisor possesses the following knowledge and skills:
- A high school diploma or equivalent is required.
- FINRA Series 7 securities license required at hire and FINRA Series 65 or 66 securities license required within 3 months of employment.
- Life, health, variable products insurance licenses in all states in which doing business required within 3 months of employment.
- Demonstrated ability to learn and comprehend sophisticated financial planning concepts.
- Demonstrated ability to learn and adhere to federal and state regulations/laws as they pertain to investment and/or insurance.
- Demonstrated ability to effectively sell financial services products.
- Demonstrated ability to learn and utilize the necessary software to complete job functions
- Minimum of three years previous experience as a Financial Advisor or similar work experience is required.
- Must be familiar with Microsoft Office products.
- Demonstrated the ability to coach and develop a Financial Advisor that is working on the team in the territory.
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