Financial Advisor- Nassau Educators Federal Credit Union

Cuna Mutual Group Melville , NY 11747

Posted 2 months ago

Job Purpose:

This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business.

Job Responsibilities:

  • Cultivate strong relationships with members by consistently using the prescribed sales process.

  • Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions.

  • Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.

  • Effectively deliver multiple services and expertise to clients by providing professional fee based advice, financial planning and asset management.

  • Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.

  • Meet or exceed credit union cross selling goals as established in the credit union commitment letter. Meet or exceed production goals, with an appropriate product mix. Collaborate with credit union, create and execute on an annual marketing plan.

  • Pursue member feedback regarding their experience including the process and the outcome.

  • Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

Job Requirements:

  • Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.

  • 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.

  • Life, health and variable insurance license.

  • FINRA Series 7, 63 and IAR (65/66 or appropriate designation) registrations.

  • LUTCF, CLU, ChFC or CFP designation preferred.

  • Demonstrated ability to effectively build business relationships with diverse clients.

  • Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.

  • High level oral and written communication skills.

  • For individuals new to this role:

  • Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.

  • Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

  • LI-EG

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Associate Financial Advisor Development Program (Afadp) (Start Date Summer 2020)

Bank Of America Corporation

Posted 2 months ago

VIEW JOBS 9/5/2019 12:00:00 AM 2019-12-04T00:00 Job Description: Proposed start date will be Summer 2020. Merrill Lynch provides a high-touch client experience through a network of approximately 15,000 client-facing financial advisors to our affluent clients with a personal wealth profile of at least $250,000 of investable assets. The Advisor Development role is a 12 month training program for our returning Merrill Lynch Wealth Management interns who wish to build a wealth management business and become a full-fledged Financial Advisor. It is a structured and disciplined program that demonstrates our on-going commitment to the growth and progress of our Merrill Lynch Financial Advisors. Advisor development program participants will have the opportunity to build upon their learnings from their intern experience by passing required FINRA registration exams, learning the client centric goals-based approach for client service, build business acumen to understand the vast opportunities to leverage with clients across Bank of America and Merrill Lynch, and complete a robust training curriculum with key milestones. Throughout the 12 month program, participants will have on the job application with work assignments, knowledge checks and assessments to determine progress. The Associate Financial Advisor Development Program (AFADP) is a 12-month extended training opportunity designed for high potential, former interns who wish to build a wealth management practice and eventually become a full-fledged Merrill Lynch financial advisor. This structured and disciplined program demonstrates our on-going commitment to the growth and development of our emerging advisor workforce. AFADP participants will have the opportunity to build upon their learnings from the internship through an additional year of experience, education and exposure. Upon joining the program, participants are expected to attend in-person orientation, pass the required FINRA registration exams (Series 7 & 66) and engage in comprehensive curriculum with key milestones focused on the following: * Client Acquisition Framework * Enterprise Capabilities * MLWM Tools & Resources Participants will be challenged through on-the-job training and application as well as routine knowledge checks to assess individual progress and aptitude, ongoing throughout the program. Program Highlights: * Offers a base salary for the full 12-month program duration * Comprehensive curriculum aligned with business priorities and initiatives * Role-based training & skill application with experienced advisors * Access to a full array of products and solutions available to clients across the Enterprise * Ongoing coaching and career guidance from local managers/ mentors * Dedicated program manager support * Strength and brand recognition of Merrill Lynch and Bank of America * World class investment, sales, and business management training * Cutting edge technology and industry leading investment platform Required Qualifications: * Completion of a Bachelor's Degree * Graduation date between Fall 2019 – Spring 2020 * Legal authorization to work in the US now and in the future without sponsorship Preferred Qualifications: * Participation in the 2019 Advisor Development Summer Analyst Program (ADP) * Demonstrates leadership abilities * Effective oral and written communication * Adaptable to fast paced, changing environments * Ability to think independently, and work collaboratively * Strong performer during summer internship * Recommendation & support from Intern Hiring Manager Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role. Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America. Posting Date: 09/04/2019 Location: Birmingham, AL, 569 BROOKWOOD VLG (AL9568), Phoenix, AZ, 2555 E CAMELBACK RD (AZ3912), Tucson, AZ, WILLIAMS CENTRE, 5210 E WILLIAMS CIR, Scottsdale, AZ, Kierland FC, 14636 N Scottsdale Rd, Jonesboro, AR, 2000 BROWNS LANE ACCESS RD (AR9200), Carlsbad, CA, 1000 AVIARA PKWY (CA0801), La Jolla, CA, 7825 FAY AVE (CA0808), Rancho Santa Fe, CA, 5951 LA SENDITA BLDG A (CA0812), San Diego, CA, MERRILL LYNCH PLAZA, 11811 BERNARDO PLAZA CT, San Jose, CA, 50 W SAN FERNANDO ST (CA3805), Oakland, CA, 1111 BROADWAY (CA4806), Walnut Creek, CA, 1331 N CALIFORNIA BLVD (CA4813), San Francisco, CA, 555 California St (CA5705), Menlo Park, CA, 333 MIDDLEFIELD RD (CA5811), Santa Barbara, CA, 1424 STATE ST (CA6808), Temecula, CA, RANCHO CAL. TOWN CENTER, 27450 YNEZ RD, Irvine, CA, 100 Spectrum Center Dr (CA6813), Newport Beach, CA, 520 NEWPORT CENTER DR (CA6814), Brea, CA, BREA PLACE, 145 S STATE COLLEGE BLVD, Beverly Hills, CA, 9560 WILSHIRE BLVD (CA9801), Los Angeles, CA, CALIFORNIA PLAZA, 350 S GRAND AVE, - United States Travel: Yes, 5% of the time Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift Bank Of America Corporation Melville NY

Financial Advisor- Nassau Educators Federal Credit Union

Cuna Mutual Group