Wealth Advisor

This position will be located in multiple branches including; Happy Valley, Scottsdale, and Glendale Branches. Serve the investment and planning needs of Credit Union Members utilizing a Total-Needs Based selling approach. Help members identify financial goals and objectives from face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and lifecycle objectives. Establish relationships through continuous periodic reviews as an essential part of the Total-Needs Based Sales process. Participate in local and community activities necessary to cultivate business outside of the Credit Union.

Responsibilities

Serve the investment and planning needs of Credit Union Members utilizing a Total-Needs Based selling approach; Help members identify financial goals and objectives from face-to-face financial analysis and identify appropriate insurance and securities products; Establish relationships through continuous periodic reviews; Participate in local and community activities; Present a professional image and cultivate strong working relationships; Implement phases of the marketing plan; Attain commission goals and activities; Partner with branch management, lending and Business Services associates; Comply with broker dealer, insurance, and securities requirements; Follow established guidelines for maintaining client files in accordance with FINRA requirements; Attend required training; Submit tracking and reporting data into CRM

Requirements

High School Diploma; Bachelor's Degree College degree, preferably in Economics, Finance Business, or equivalent work experience; 1 to 3 years of similar or related experience; Minimum of two years’ work experience as a Financial Advisor; Ability to achieve production goals, with minimal dependence on Credit Union referrals; FINRA Registration: SIE, Series 7, 63/65 (or 66); AZ Life, Health and Variable Products License; A passion for people, innovation, and growth.

Nice to have

Certified Financial Planner (CFP)

Benefits

Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time; Low-cost Medical, Dental & Vision plans; Paid childcare assistance; Award-winning 401K; Gym fee reimbursement; Tuition Reimbursement; Student loan repayment; and much more