Liberty Federal Credit Union ยท 14 hours ago
Associate Wealth Advisor
BURKHARDT OFFICE, Evansville, IN, US
Full-time
Onsite
Entry, Mid Level
3+ years expLiberty Federal Credit Union is seeking an Associate Wealth Advisor to join their wealth management team at the Burkhardt Office in Evansville, IN. The role involves building strong relationships with clients, understanding their financial goals, and providing investment solutions while adhering to industry regulations.
BankingCreditFinancial Services
Responsibilities
The ability to service an existing book of business upon hire
Gain full understanding of credit union members' financial and personal goals and put the customer needs first while working with them to identify, execute and follow up on opportunities to gather additional client assets
Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products
Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process
Adhere to all Financial Industry Regulatory Authority (FINRA) and insurance rules and regulations, as well as to all company policies
Achieve sales and revenue goals and meet certain professional growth and development goals
Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events
Participate in execution of local marketing development plan
Responsible for maintaining existing client relationships and following up with clients to manage future investment needs
The opportunity to create client solutions without proprietary products
Qualification
Required
Excellent written and verbal communication skills
Ability to generate business inside and outside of the credit union membership
Ability to work effectively in a team environment and independently
Gaining knowledge of Liberty Wealth Services and the credit union's products and services
Acquire the series 7, 66, and 63 licenses as well as life and health within 6 months
Completed/Passed SIE course and exam
FINRA Series 7, Series 6, and 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months
Life/health and variable insurance licenses or the ability to obtain within 6 months
Strong people, sales and relationship skills
Proven verbal and written communication skills
Self-starter eager to develop and expand knowledge
Preferred
FINRA Series 7 preferred
Three years financial services sales and/or service experience preferred
Benefits
Paid Holidays
Paid Time Off (Vacation, Sick and Personal Days)
Medical, Dental and Vision Insurance
401(k) retirement program with matching funds
Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
Tuition Reimbursement Program
Company
Liberty Federal Credit Union
About Liberty Federal Credit Union Liberty Federal Credit Union is a member-owned financial institution focused on returning value through innovative products and services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Veech
SVP of Finance / Chief Financial Officer
Mark Winchester
EVP/CLO of Lending
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