Financial Advisor
New
United StatesFull-TimeMiddle
Salary50,000 - 60,000 USD per year
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Job Details
- Experience
- 3+ years
- Required Skills
- Client relationship management
Requirements
- Active Series 7 and Series 66 (or Series 63/65) licenses required.
- Active insurance license required.
- 3+ years of experience in investment sales, financial advising, or wealth management.
- Strong understanding of investment products, financial planning, and portfolio construction.
- Proven ability to develop client relationships and grow a book of business.
- Excellent communication, interpersonal, and consultative sales skills.
- Strong ethical standards, client-first mindset, and regulatory awareness.
- Ability to work independently while leveraging firm resources and technology platforms.
Responsibilities
- Manage and grow a book of business while providing ongoing financial advice and portfolio guidance to credit union members.
- Develop new client relationships through strong referral networks and the credit union’s established member base.
- Deliver personalized financial planning and investment solutions aligned with client goals and risk profiles.
- Utilize a broad platform of investment products and planning tools to create tailored strategies without proprietary product limitations.
- Maintain strong client relationships through proactive communication, trust-building, and long-term financial guidance.
- Collaborate with internal teams and leverage organizational resources to enhance client outcomes and business growth.
- Ensure all advisory activities comply with regulatory, licensing, and firm requirements.
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