Senior Wealth Advisor

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

• 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.

What You Bring to the Table

• 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.

What to Expect After You Apply

• 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.

What to Expect After You Apply

1. Application Review: We'll carefully review your application to ensure it meets the role's qualifications.
2. Phone Screening: If selected, you'll participate in a brief call to discuss your skills and experience.
3. Interview: Shortlisted candidates will be invited for an in-depth interview with our team.
4. Final Decision: After interviews, we'll notify you of the outcome and next steps.

We strive to keep you informed throughout the process and appreciate your time and effort!

Ready to Apply?

If you're excited about joining a supportive and mission-driven team, apply now and start your journey with Trumark!