Wealth Advisor - Overland Park, United States - CommunityAmerica Credit Union

CommunityAmerica Credit Union Overland Park, United States

4 weeks ago

Description

Summary:

As a Wealth Advisor, you play a pivotal role in helping our members achieve their long-term financial goals. You'll develop customized financial plans and offer investment recommendations to support their financial future.

Duties & Responsibilities:

Analyze investment strategies and provide well-informed recommendations to our members.
Achieve sales/production goals to ensure revenue projections are met.
Stay abreast of the investment tools and services available that can maximize performance.
Ensure business activities and investment recommendations are in compliance with rules and regulations.
Initiate outbound calls to members sourced from various lead lists and cultivate referrals from credit union employees.
Attend credit union functions and other community meetings, as necessary.
Promote honest and open communication and demonstrate behaviors that align with the credit unions values and leadership characteristics.
Collaborate with other credit union departments to ensure the workflow and processes deliver the best possible service to our members.

Requirements:

Education and Experience

Bachelors degree and a minimum of two years experience in a related investment role is required.
FINRA Series 7 & 66 strongly preferred (63 & 65 licensing can be in place of 66).
Previous investment experience in a bank or credit union environment is preferred.

Knowledge, Skills and Abilities

Strong knowledge of managing financial investments and appropriate investing regulations.
Understanding of credit union operations.
Exceptional customer service skills, including effective follow-up.
Strong analytical abilities, enabling you to define problems, collect data, establish facts and draw valid conclusions, with the capability to handle both abstract and concrete variables.
Effective public speaking skills for addressing to groups of staff and members when necessary.
Exceptional written and verbal communication skills, with a proven ability to articulate ideas clearly and persuasively in both written documents and verbal discussions.
Ability to resolve interpersonal conflict and miscommunications.

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