Senior Wealth Advisor
TruMark Financial
TRUMARK CREDIT UNION Job Title: Senior Wealth Advisor Location: Fort Washington, PA
Company: Trumark Credit Union
Employment Type: Full-Time Join Our Team and Build Your Career in Wealth Management Looking for a career that supports your success, values your expertise, and provides the tools to grow your business? At Trumark, we offer a unique opportunity for wealth advisors to work with an established client base while receiving industry-leading support to help you thrive. What You'll Do
Company: Trumark Credit Union
Employment Type: Full-Time Join Our Team and Build Your Career in Wealth Management Looking for a career that supports your success, values your expertise, and provides the tools to grow your business? At Trumark, we offer a unique opportunity for wealth advisors to work with an established client base while receiving industry-leading support to help you thrive. What You'll Do
- Provide personalized financial planning and investment guidance to credit union members.
- Manage and grow an existing book of business while identifying new client opportunities.
- Conduct financial assessments and recommend investment strategies, including mutual funds, annuities, advisory services, and insurance products.
- Partner with branch employees and other business lines to identify and leverage cross-sell opportunities.
- Stay informed on market trends, regulatory changes, and best investment practices.
- Active FINRA Series 7, 63, and 65/66 licenses
- Experience in financial advisory, banking, insurance, or investment sales preferred.
- Strong relationship-building and consultative sales skills
- Ability to work independently and grow within a supportive organization.
- Application Review: We will carefully review your application to ensure it meets the role's qualifications.
- Phone Screening: If selected, you will participate in a brief call to discuss your skills and experience.
- Interview: Shortlisted candidates will be invited for an in-depth interview with our team
- Final Decision: After interviews, we will notify you of the outcome and next steps.
- Application Review: We'll carefully review your application to ensure it meets the role's qualifications.
- Phone Screening: If selected, you'll participate in a brief call to discuss your skills and experience.
- Interview: Shortlisted candidates will be invited for an in-depth interview with our team.
- Final Decision: After interviews, we'll notify you of the outcome and next steps.
Vacancy posted 3 hours ago
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