- Excellent organizational and time management skills. Ability to work independently and consistently with minimal or no direction and proactively demonstrates initiative.
- Excellent interpersonal/communication skills.
- Pays close attention to detail with a high degree of accuracy.
- Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills.
- Maintains high level of confidentiality.
- Excellent decision-making/problem solving skills relating to highly diversified, complex financial planning issues. Utilizes computer, general office equipment adeptly.
- Leverage fee-based financial planning tools to help clients reach their personal, education, business, retirement, and estate planning goals.
- Conduct Investment, Insurance, and Estate Planning sales with assigned Members.
- Provide Financial Education services to Credit Union Members.
- Achieve activity and sales goals as agreed upon.
- Conduct prospective client interview, implement the clients financial plan, and provide servicing appointments with commitment to client satisfaction.
- Perform pro-active prospecting activities to Credit Union members and also outside of the credit union in order to introduce new member relationships.
- Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional sales opportunities i.e.: Insurance, Estate Planning, and Financial Planning.
- Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce.
- Perform all related job duties and office operations in accordance to established Credit Union and broker dealer policies and procedures.
- Follow credit union policies for compliance with all laws and regulations, specifically, but not limited to, the Bank Secrecy Act, Security Policies and Confidentiality Policies.
- Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.
-
Financial Advisor
6 days ago
Root Financial Partners San Diego, United StatesCompany Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial g ...
-
Financial Advisor
20 hours ago
Northwestern Mutual San Diego, United StatesOur financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...
-
Financial Advisor
1 week ago
Baron Meddy, Inc. San Diego, United StatesAbout Us · Baron Meddy is a leading and rapidly growing fintech company dedicated to revolutionizing the financial industry with innovative technologies. We are committed to providing cutting-edge solutions that empower our clients to thrive in an increasingly digital world. Wit ...
-
Financial Advisor
1 week ago
Root Financial Partners San Diego, United StatesCompany Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial ...
-
Financial Advisor
1 week ago
International Staff Consulting San Diego, United StatesAre you already a successful financial planner looking for a smaller, more intimate working environment to supercharge your business? Do you value an environment that nurtures your autonomy and provides you the resources to excel? Join this highly coveted Financial Services firm ...
-
Financial Advisor
1 week ago
Northwestern Mutual San Diego, United StatesOur Scripps Ranch firm is growing our team of Financial Advisors. · Our advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financia ...
-
Financial Advisor
1 week ago
Root Financial Partners San Diego, United StatesCompany Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial g ...
-
Financial Advisors
3 days ago
Manhattan West San Diego, United StatesManhattan West Enterprise Company ("Manhattan West") is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes i ...
-
Financial Advisor
4 days ago
PNC Financial Services Group San Diego, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
-
Financial Advisor
2 days ago
Northwestern Mutual San Diego, United StatesOur financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...
-
Financial Advisor
4 days ago
Northwestern Mutual San Diego, United StatesOur Scripps Ranch firm is growing our team of Financial Advisors. · Our advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financi ...
-
Financial Advisor
1 week ago
Northwestern Mutual San Diego, United StatesOur financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...
-
Financial Advisors
1 week ago
Manhattan West San Diego, United StatesManhattan West Enterprise Company (Manhattan West) is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes inc ...
-
Financial Advisor
20 hours ago
Priority Financial Group San Diego, United StatesRole: · Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through th ...
-
Financial Advisor
1 week ago
Northwestern Mutual La Jolla office San Diego, United StatesJob Description · Job Description · Must be in San Diego or willing to relocate to the San Diego area. · Business Location: · La Jolla, CA · Pay: $80, $200,000.00 per year (Bonuses, commission, and benefits) · The first 6 months will be in office, position will move to "hybri ...
-
Financial Advisor
1 week ago
Priority Financial Group San Diego, United StatesJob Description · Job Description · Role: · Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providin ...
-
Financial Advisor
1 week ago
Northwestern Mutual San Diego, United States*Must be in San Diego or willing to relocate to San Diego area. · Our La Jolla, CA office is growing and looking to add Advisors to the firm Ever thought about starting a business but don't have the cash or the resources to do so? Our Financial Advising opportunity with Northwes ...
-
Financial Advisor
1 week ago
Banner Bank San Diego, United StatesAs a Financial Advisor with Banner Bank you will be responsible for business development, relationship management, and client experience within an assigned geography. Assist current and potential clients with investment needs, using non-FDIC insured securities and insurance produ ...
-
Financial Advisor
3 days ago
PNC Financial Services Group San Diego, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Financial Advisor
1 week ago
Talent Focus San Diego, United StatesTalent Focus is helping a high-profile, international wealth management institution, identify high calibre Trainee Financial Advisors for their Private Client practices in San Francisco, San Diego and Los Angeles. · Once qualified, you will act as a financial confidant to your c ...
Financial Advisor - San Diego, United States - Priority Financial Group
Description
Role:
Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services.
Knowledge and Skills:
Essential Duties and Responsibilities:
Benefits
Full Benefits
Office Space
Marketing Provided by Financial Institution
Fees Covered
Started Book (Amount will be discussed on initial outreach call with recruiter)
Qualifications
Bachelor's Degree (BS) from four-year College or University: or associate degree (AAS) from two-year College or equivalent job experience.
2+ years of financial industry experience in related financial planning/sales field, or equivalent combination of education.
Possess FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance).
Certified Financial Planner designation preferred. Credentials recommended.
Possess a clean credit and U-4 CRD history.
Knowledge and Skills
Strong understanding of the investment industry
Excellent interpersonal and listening skills
The income range is dependent on a number of factors, including the applicants skill, experience, and work location. The posted salary range is subject to increase based on annual commissions. We believe in rewarding exceptional performance, and our commission structure is designed to provide you with the opportunity to substantially boost your earnings.