Financial Advisor -Together Credit Union

Cuna Mutual Group Saint Louis , MO 63150

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-SW*

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
Brokerage Financial Advisor

Commerce Bank

Posted 6 days ago

VIEW JOBS 1/16/2020 12:00:00 AM 2020-04-15T00:00 26840 Brokerage Financial Advisor (Open) Job Category: Grade 08 * --------------------------------------------------------------------- Location: 8000 Forsyth, St. Louis, Missouri 63105 * --------------------------------------------------------------------- Job Expectations: Brokerage Financial Advisor How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a "Super Community" bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers' needs! Commerce Brokerage Service, Inc. is a subsidiary of Commerce Bank and a full-service brokerage and advisory firm. For over 30 years, Commerce Brokerage Financial Advisors have been committed to working with clients to help them realize their dreams and reach their financial goals. We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Kirkwood and Webster Groves markets. Why join Commerce Brokerage Services as a Financial Advisor? 1) You will manage an existing client book of business, with recurring revenue 2) You will partner with Commerce Bank's employees at the Kirkwood and Webster branches to generate new business opportunities 3) You have full access to market directly to and call on Commerce Bank customers to introduce your planning, investment and insurance services 4) You will be supported by a dedicated team of licensed sales assistants 5) You will leverage digital tools to enhance your client's experience, including MoneyGuidePro, eSignature and SalesForce Education / Experience/Education: College degree or equivalent experience is preferred. Experience: Candidates must possess FINRA Series 7 & 66 and Life & Health licenses with no negative marks on your CRD. Time Type: Full time Commerce Bank Saint Louis MO

Financial Advisor -Together Credit Union

Cuna Mutual Group