Financial Advisor - Point Breeze Federal Credit Union

Cuna Mutual Group Hunt Valley , MD 21031

Posted 3 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 Securities Industry Essentials Examination, 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
Financial Analyst Business Process Controls

Textron

Posted 2 days ago

VIEW JOBS 10/12/2019 12:00:00 AM 2020-01-10T00:00 Who We Are Textron Systems is part of Textron, a $14 billion, multi-industry company employing 35,000 talented makers, thinkers, creators and doers worldwide. We make things that fly, hover, zoom and launch. Things that move people. Protect soldiers. Power industries. We serve customers in industries spanning aerospace and defense, specialized vehicles, turf care and fuel systems. This role is in Textron System's Unmanned Systems business area. Visit TextronSystems.com & Lycoming.com to read more about who we are and the products we make! Job Description: This position will report to the Director of Business Process Controls and will interface with Textron Systems and Textron Corporate personnel. This position is expected to work effectively while under direct supervision from BPC Management. This positon will be responsible for assisting in ensuring business system compliance at Textron Systems locations as well as documenting and supporting compliance with Textron processes related to Generally Accepted Accounting Principles (GAAP), Federal Acquisition Regulation (FAR), Defense Federal Acquisition Regulation (DFARS) and Cost Accounting Standards (CAS). Primary Responsibilities: * Assist in the performance of business system reviews at Textron Systems in accordance with DFARS 252.242-7005 * Support various Textron Systems business units with USG audits of business systems, incurred cost submissions, forward pricing rates, and all other USG audits * Assist Textron Systems and Textron Corporate with maintaining CAS Disclosure Statements * Assist in the continuous evaluation of compliance with CAS and other regulatory requirements * Help in the preparation of any required General Dollar Magnitudes (GDM) to quantify accounting changes or respond to USG audit reports * Support requests for information from DCAA, DCMA and other USG agencies * Develop positive working relationships with internal company personnel. * Other duties as assigned. * Travel 30% or more Basic Qualifications: * Minimum Degree Required: Bachelor Degree * Minimum Years of Experience: 2 year(s) Preferred Qualifications: * Preferred Fields of Study: Accounting or Finance * Preferred Knowledge/Skills: o Knowledge of government contracting requirements o Knowledge of the FAR, DFARS and CAS and how the regulations apply to various businesses o Familiar with the roles of DCAA, DCMA and other USG agencies o Computer skills are required with a focus on Microsoft products (Excel, Word, Power Point) o Strong verbal and written communication skills are critical How We Care At Textron Systems, our talented people make us successful. We promote an inclusive environment where we value individuality, differences, and unique perspectives. Our Company is committed to offering employees opportunities to grow and develop. Our benefits and compensation packages are designed to help our talented employees excel and achieve their goals, so they can make a difference every day in and outside of the workplace. Below are just a few examples! * Flexible Work Schedules * Education Assistance * Career Development & Training Opportunities * Wellness Program (including Fitness Reimbursement) * Medical, Dental, Vision & 401(K) with Company Funding * Paid Parental Leave Are you a Military Veteran? Textron's products and services are trusted everyday by those who protect our country. We are dedicated to hiring these Veterans and aim to translate their skills to make an impact on our Company. Textron Hunt Valley MD

Financial Advisor - Point Breeze Federal Credit Union

Cuna Mutual Group