Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you!
This is not a remote role - The candidate must be local to Hadley, MA and will be on-site at UMassFive College FCU.
Job Overview:
A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches.
Responsibilities:
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
Preferences:
Core Competencies:
Pay Range: 58500 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Wealth Advisor - UMassFive College FCU • Worcester, MA, United States
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