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Financial Advisor - Dayton Market

Wright-Patt Credit Union Inc.

Financial Advisor - Dayton Market

Dayton, OH +1 location
Full Time
Paid
  • Responsibilities

    THE FINANCIAL ADVISOR (FA) 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 FA HAS GENERAL RESPONSIBILITY FOR DEVELOPING AND EXECUTING A BUSINESS PLAN TO GROW THEIR MARKET. THE FA ALSO IDENTIFIES MEMBER-OWNER NEEDS AND PROVIDES SOLUTIONS IN ORDER TO DELIVER AN EVER INCREASING LEVEL OF SERVICE AND ECONOMIC VALUE TO MEMBER-OWNERS.

     

    1. Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and/or credit union products. (30%)
    2. Sells investment and insurance products to member-owners. (25%)
    3. Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved. (25%)
    4. Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads. (10%)
    5. Conducts regular training of member center partner-employees on investment and insurance products. (5%)
    6. Conducts educational seminars related to financial planning topics. (5%)

    Required Skills

     

    1. High school diploma or equivalent is required.
    2. FINRA Series 7 securities license required within 3 months and NASD Series 65 or 66 securities license required within 6 months of employment.
    3. Life, health, variable products insurance licenses in all states in which doing business required within 3 months of employment.
    4. Demonstrated ability to learn and comprehend sophisticated financial planning concepts.
    5. Demonstrated ability to learn and adhere to federal and state regulations/laws as they pertain to investment and/or insurance.
    6. Demonstrated ability to effectively sell financial services products.
    7. Demonstrated ability to learn and utilize the necessary software to complete job functions
    8. Minimum of three years previous experience as a Financial Advisor or similar work experience is required.
    9. Must be familiar with Microsoft Office products.

    Required Experience

  • Qualifications

     

    1. High school diploma or equivalent is required.
    2. FINRA Series 7 securities license required within 3 months and NASD Series 65 or 66 securities license required within 6 months of employment.
    3. Life, health, variable products insurance licenses in all states in which doing business required within 3 months of employment.
    4. Demonstrated ability to learn and comprehend sophisticated financial planning concepts.
    5. Demonstrated ability to learn and adhere to federal and state regulations/laws as they pertain to investment and/or insurance.
    6. Demonstrated ability to effectively sell financial services products.
    7. Demonstrated ability to learn and utilize the necessary software to complete job functions
    8. Minimum of three years previous experience as a Financial Advisor or similar work experience is required.
    9. Must be familiar with Microsoft Office products.
  • Locations
    Dayton, OH • Beavercreek, OH