Wealth Advisor

Act as a dedicated representative assigned to one or more credit union branches Deliver Non-Deposit Investment Products (NDIPs) and services to branch customers and prospective customers Provide advice-based financial solutions for an assigned book of business Solicit new and existing investments and insurance solutions tailored to customer needs Build partnerships with Retail Branch Managers and Centers of Influence Utilize a consultative, holistic sales process and assessment tools Offer diversified brokerage, advisory, investment, and insurance solutions Maintain compliance with regulatory, broker-dealer, and institution requirements Deliver high-quality customer service during each customer interaction Build relationships with retail branch staff and support referral efforts Understand core institution products to support cross-selling and generate referrals Meet or exceed sales goals while complying with applicable policies, procedures, and regulations Requirements High school diploma or equivalent (Bachelor’s Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Active State Applicable Life Insurance License Active Series 7 Registration Active Series 63 Registration (if required by the state of hire) Active Series 65 or 66 Registration (if required by the state of hire; if required and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including PowerPoint and broker-dealer-specific applications Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space Excellent knowledge of investment/insurance products and financial planning Strong self-motivation and ability to work independently Excellent verbal, written, and interpersonal communication skills Strong organization skills Excellent customer service and business focus with attention to detail Effective research and analysis skills Core Competencies Demonstrates expertise in delivering Non-Deposit Investment Products and services while maintaining compliance with regulatory requirements. Proven ability to build relationships, provide advice-based financial solutions, and achieve sales goals in a consultative sales environment. Highest-signal resume keywords Investment Sales Experience Active Life Insurance License Active Series 7 Registration Excellent Customer Service Financial Planning Knowledge Hard Skills Investment Products Knowledge Sales Strategy Development Regulatory Compliance Financial Analysis Cross-Selling Techniques Soft Skills Strong Organization Skills Excellent Communication Skills Self-Motivation Interpersonal Skills Attention to Detail Certifications & Qualifications Active Life Insurance License Active Series 7 Registration Active Series 63 Registration Active Series 65 Registration Active Series 66 Registration Industry Keywords Credit Union Investment Market Non-Deposit Investment Products Consultative Sales Process Retail Branch Partnerships Tools & Technologies Microsoft Office Suite Broker-Dealer Applications #J-18808-Ljbffr Jobtailor