Financial Advisor (On-Site in Syracuse, NY)

Financial Advisor

The Financial Advisor will provide financial management advice, products, and services to Empower FCU members and the general public. This role requires expertise in all Empower Associated Services (EAS) product lines and familiarity with credit union offerings. The annual salary range for this position is: $51,766.62-$77,649.94. This role is based in Syracuse, NY, and requires on-site presence at our Empower FCU Investment Services offices, along with frequent travel to our Empower FCU branch locations.

Essential Functions & Responsibilities:

• 20% Financial Planning & Member Engagement: Meet with members and potential members to evaluate and provide financial planning solutions. Recommend appropriate investment and insurance products tailored to individual needs. Offer sound investment guidance in alignment with members' financial goals.
• 20% Marketing Materials Coordination: Maintain updated supplies of prospectuses and approved advertising materials. Coordinate with EFCU Marketing Department and LPL Financial for material approvals and updates.
• 20% Proactive Client Outreach: Increase production by proactively contacting established members. Schedule appointments to present and sell additional financial products and services.
• 20% Operational & System Support: Support system functions to improve overall team efficiency. Provide relief and back-up for the Investment Services Operations Administrator as needed.
• 10% Seminar & Presentation Coordination: Organize and conduct seminars and presentations for groups of members. Introduce new products, explain investment concepts, and expand business opportunities.
• 10% Regulatory Compliance: Maintain up-to-date knowledge of and adhere to all FINRA regulations. Ensure compliance in all financial advisory activities. Perform all other duties as assigned.

Performance Measurements: See Dayforce (HRIS) Performance Management for Goals upon start in role, and annually.

Knowledge and Skills:

• Experience: 1 to 3 years of similar or related experience in financial advisory services, including client management, financial analysis, and/or sales development.
• Education: A college degree or equivalent education/experience is required for this position.
• Candidates must hold one of the following licenses: Series 66 and Series 7. Life, Accident, and Health licenses are preferred but not required.

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills:

• High-level proficiency in communication, both verbal and written.
• Strong organizational skills and attention to detail in managing multiple client accounts and responsibilities.
• Advanced computer skills, including proficiency in financial software, office applications, and data management tools.
• Ability to work both independently and collaboratively within a team environment.
• Exceptional time management skills with the ability to meet deadlines in a dynamic work environment.
• Frequent communication with clients, colleagues, and stakeholders, requiring strong interpersonal skills.
• Ability to travel frequently to various branch locations for meetings, presentations, and client consultations.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit for long periods at a time, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

Empower Federal Credit Union is an equal opportunity employer and does not discriminate on the basis of any legally protected status or characteristic including race, religion, ethnicity, color, national or ethnic origin, age, sex, sexual orientation, gender identity or expressions, transgender status, sexual or other reproductive health decisions, marital status, ancestry, citizenship status, physical or mental disability, genetic information/ predisposition or carrier status, status in the uniformed services of the United States (including veteran status) or any other basis protected by applicable national, federal, state, provincial or local law. Empower Federal Credit Union is committed to equal opportunity to qualified persons without regard to basis of race, religion, ethnicity, color, national or ethnic origin, age, sex, sexual orientation, gender identity or expressions, transgender status, sexual or other reproductive health decisions, marital status, ancestry, citizenship status, physical or mental disability, genetic information/ predisposition or carrier status, status in the uniformed services of the United States (including veteran status) or any other basis protected by applicable national, federal, state, provincial or local law. Empower Federal Credit Union will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and feel you need a reasonable accommodation pursuant to the ADA, please contact us through one of the methods listed below: a) Fax: 315.455.5423 b) US Mail: 1 Member Way Syracuse, NY 13212 c) Phone: 800.462.5000