Credit Union Assistant Vice President Wealth - Los Angeles, United States - USC

USC
USC
Verified Company
Los Angeles, United States

2 weeks ago

Mark Lane

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Mark Lane

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Description

Join a winning team at USC Credit Union

USC Credit Union, in its relationship with
Priority Financial Group (PFG), is actively seeking a dynamic wealth management professional
to lead its new wealth accumulation/management
team. This is an experienced financial advisor's dream, as it's an open canvas upon which a leader with the requisite entrepreneurial spirit can build a dynamic book of business with USCCU's 75,000 current member/owners, with over 400,000 USC alumni, faculty, staff and students in Southern California and across the nation, and with the Trojan faithful in LA City and Orange County. Seize the opportunity to be the innovative t trailblazer who sets the pace in the supportive and collaborative environment of our campus adjacent headquarters in University Park.


As a non-profit cooperative, USC Credit Union stands unwavering in its commitment to enhancing the financial well-being of our members by providing value-added financial services and objective financial education.

We seek team members who consistently anticipate and surpass member expectations, exhibit unparalleled responsiveness, showcase a forward-thinking mindset, and are fervently dedicated to driving innovation at every turn.


Duties and Responsibilities:


  • Elevate member and client relationships by delivering comprehensive planning advice
  • Provide solutions spanning Investments, Insurance, and Estate Planning products and services.
  • Conduct interviews with prospective clients, execute their financial plans, and schedule servicing appointments with a commitment to ensuring client satisfaction.
  • Document and maintain regular client annual review meetings through Salesforce to strengthen client relationships and identify opportunities for further expansion.
  • Utilize feebased financial planning tools to assist clients in achieving their personal, education, business, retirement, and estate planning goals.
  • Conduct proposals for Investment, Insurance, and Estate Planning with our current Members.
  • Provide Financial Education services to Credit Union Members.
  • Achieve activity and production targets.
  • Stays current and analyzes market conditions. Continually educate oneself about financial and investment solutions and attend training sessions and required continuing education. Regularly meet and train with the Program Manager.
  • Champion investment and program initiatives with the credit union, offering consistent feedback to branch employees.
  • Service and conduct periodic reviews of existing client accounts, meeting with clients to ensure that investment objectives and goals align with the established plan.
  • Utilize all necessary technology and comply with factfinding profile forms for regulatory reviews, including Salesforce.
  • Maintain visibility within the appropriate segments of the public to attract and retain potential clients, including the facilitation of client workshops and seminars on various topics.
  • Perform all job duties and office operations in alignment with established policies and procedures of the Credit Union, Registered Investment Advisor (RIA), and Broker Dealer.
  • Adhere to credit union policies to ensure compliance with applicable laws and regulations and undergo annual compliance training and adhere to business continuity and vendor management policies.
  • Work in concert with CU leadership to develop, implement and administer small dollar roboinvesting, trust, insurance and other related services.

Knowledge and Skills:


  • Exceptional organizational and time management abilities, showcasing independence and proactive initiative.
  • Outstanding interpersonal and communication skills.
  • Demonstrates meticulous attention to detail with a high level of accuracy.
  • Proficient grammar skills for the initiation, interpretation, and composition of documents, coupled with basic math skills.
  • Upholds a high standard of confidentiality.
  • Exemplary decisionmaking and problemsolving skills, especially in navigating highly diversified and complex financial planning issues. Proficient in the use of computers and general office equipment

Compensation:


_ Benefits:
_

  • Comprehensive Benefits Package
  • Tuition Benefits
  • Dedicated Office Space
  • Marketing Support
  • Covered Fees
  • Preexisting Book
  • The ability to build a strong client base with the Credit Unions exceptional referral system that the advisor builds.
  • Segments with a significant deposit base, which includes current clients who need an advisor to support their financial goals.
  • The opportunity to find new clients via the Credit Unions member base.
  • The opportunity to create client solutions without proprietary products.
As a Financial Advisor affiliated with Priority Financial Group, you enjoy our dedication to supporting you, enabling you to focus on your clients' needs


Your partnership encompasses:

  • Access to an open architecture platform with thousands of investment products from top thirdpart
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