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Desert Financial Credit Union · 15 hours ago

Bilingual Financial Advisor II - South Phoenix Market

United States

Full-time

Remote

Mid Level

3+ years exp

Desert Financial Credit Union is seeking a Bilingual Financial Advisor II to provide wealth management services to clients and manage referrals. The role involves consulting with clients to identify financial products and strategies, building client relationships, and ensuring compliance with regulatory standards.

BankingFinance

Responsibilities

Responsible for consulting with prospects/clients to provide advice and identify products/strategies available based on the clients’ financial needs and goals that are in the clients’ best interest

You will work to identify prospect/client sales opportunities and consistently follow up and offer our services

You will be encouraged to build and maintain client relationships and provide ongoing client service within the client service model expectations

You will also be encouraged to participate in and facilitate ongoing business development activities, consumer education, and Credit Union employee training

Responsible for managing referrals received for the Investments & Financial Services Program

You will actively make outbound contact attempts via phone & email for referrals received and prospect lists

You must be adept at engaging prospects over the phone to gauge interest and provide information regarding the services provided by the Investments & Financial Services program to build sales opportunities

The Financial Advisor is responsible for various operational tasks for their client sales and service activities such as processing paperwork, client account maintenance, processing transactions, system data entry, CRM updates and documentation, etc

You must ensure you are independently meeting the standards of Federal and State regulatory agencies as well as adhering to the written policies and procedures of the broker/dealer and the Financial Institution

Perform other job-related duties as assigned

Qualification

Financial industry experienceSales experienceSeries 7Series 66AZ Life/Health InsuranceMicrosoft AccessMicrosoft ExcelMicrosoft WordCommunication skillsProblem solving skillsOrganizational skillsTeamwork

Required

H.S. Diploma or GED required

3+ years of financial industry experience required

3+ years of sales experience, generating new sales opportunities required

Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required

Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required

Proven sales skills in insurance or related field exceeding sales quotas/goals required

Ability to develop and maintain relationships via phone with clients, internal and external members required

Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required

Microsoft Access, Microsoft Excel and Microsoft Word required

Series 7 - General Securities Representative Qualification required

Series 66 - Uniform Combined State Law 66 or both 63 & 65 required

AZ Life/Health Insurance required