Wealth Advisor

$200k

Full-time

Partners Federal Credit Union

Love What You Do. We are a mission-driven credit union dedicated to strengthening the financial well-being of our members—and that work begins with our people. Through our relationship with The Walt Disney Company, employees have access to world-class benefits, programs, and unique experiences that enhance both work and life. Combined with a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture, you’ll find the support to grow, contribute, and build a career you truly love. To learn more about our benefits visit:
Responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, then developing financial goals and creating financial plans to assist them in meeting their goals.
Essential Responsibilities
Meets with clients and prospects. Collects and analyzes information regarding the members’ income, assets, investments or debts. Determines financial goals with the members. Ascertains which financial products best meet the members’ needs and financial circumstances in order to achieve those goals. After careful consideration, advises the member regarding the advantages and disadvantages of different financial products, including insurance and investment products.
Prepares for client meetings, creates financial plans, and creates portfolios.
Works on the business with the Client Service Associate (CSA) (where applicable). Markets the Partners financial products, builds branch relations, determines ways to improve business and client service, and plans for future client interactions (client appreciation, client lunches, seminars, etc.)
Researches new products, keeps up with economic data.
KNOWLEDGE & SKILLS
Minimum Education Required to Perform Job:
Bachelor’s Degree
Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
2-5 years
Specific Experience: 3-5 years of experience LPL Freedom Club level production or higher
Certifications or Licenses Required: Series 7 Series 63 and 65 or 66 State Insurance License
Other Training, Technical Skills, or Knowledge Required:
Microsoft Office
Training Requirements:
CFP® CEs
Firm Element
Insurance CEs
FINRA CEs
Other Measurable Abilities Required:
Financial Services
Personal Finance Planning
Independent Decision Making
Influence and Negotiation
Good Judgment, Problem Solving Skills
Flexibility Work, Think and Act Independently
Initiative · Organized / Good Time Manager
Responsibility
Relationship Building
Ability to work on multiple projects at one time
Detail-oriented
Goal-oriented
Passion for learning
Teamwork
Analytical
Basic Math
Conflict Resolution
Customer Service
Interpersonal
Phone Skills
Reading
Sales
Verbal and Written Communication
Scope of Job:
Works independently with high-level of decision-making authority, Decisions often affect revenue of the organization, Makes critical, autonomous decisions
Works with low level of supervision
Identifies work activity based on production goals; schedules own time, priorities, meeting schedules, member contacts and manages other critical responsibilities independently
High level of independent judgment in interpreting and assessing complex financial information and financial products and services
Exercises discretion and independent judgment with respect to matters of significance
Financial Responsibility: Approximate goal of $200,001 – 749,999 annually
Physical Demands & Environmental/Working Conditions:
This position is performed primarily in a traditional office or credit union setting within a work environment that may include in-office days, remote workdays, or branch days with no expected adverse environmental conditions. Depending on role type, roles may require participation in off-site events, or occasional evening or weekend work. This position requires the ability to:
move self in different positions to accomplish tasks in various environments including tight and confined spaces
remain in a stationary position, often standing or sitting for prolonged periods
adjust or move objects up to 15 pounds in all directions
perform repeat motions that may include the wrists, hands, and/or fingers
use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
hear average or normal conversations and receive ordinary information
prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity
Disclaimer
The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
The hiring range for this position in Florida is $46,240 to $69,360 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.
This role may also be eligible for additional compensation such as a bonus or long-term incentive units.
Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth.
To learn more about our benefits visit:

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Vacancy posted 1 day ago

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