Wealth Advisor

Job Description

Job Description

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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