Financial Advisor X2

Financial Advisor

Direct Hire - No sponsorship provided

Hybrid

Lake Ranch / Ellenton & Cape Coral / N. Fort Myers

The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously.

Responsibilities

• Grow and retain an advisory, brokerage, and insurance book of business
• Provide consultation on investment and insurance strategies, including the development of financial plans for member clients
• Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
• Acquire, expand, and maintain member client relationships through business development and networking
• Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union’s core values
• Apply product and procedural knowledge to solve member client problems appropriately and efficiently
• Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals
• Develop and implement wealth management strategies for member clients and determine the best products to support these strategies
• Present sound financial recommendations and guidance to member clients
• Establish and implement financial plans based on members’ financial needs and objectives, while monitoring financial plans and recommending changes
• Coach and educate branch staff and internal business partners to identify opportunities
• Drive financial education and visibility among branch staff
• Partner with branch managers to lead the branch team on action steps to achieve investment results
• Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity
• Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meet service level agreements for lead and referral follow up
• Create and execute business plan to grow recurring revenue base
• Develop, monitor, and manage portfolios and third-party asset managers
• Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer’s compliance framework
• Obtain broker dealer approval on all advertising and communications with the public
• Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Attend educational events to increase professional knowledge
• Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs

Qualifications

Skills

Benefits