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Leawood

    Private Wealth Advisor - Leawood, United States - CommunityAmerica Credit Union

    CommunityAmerica Credit Union
    CommunityAmerica Credit Union Leawood, United States

    1 week ago

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    Description

    Summary:

    This position is responsible for helping members achieve their long term financial goals by developing customized financial plans and making investment recommendations to support that plan.

    Duties & Responsibilities:
  • Analyze investment strategies and make recommendations to 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.
  • Make outbound calls to members from various lead lists.
  • Generate referrals from credit union employees.
  • Attend credit union functions and other community meetings, as necessary.
  • Promote honest and open communication throughout the credit union.
  • Demonstrate behaviors that are consistent with the credit unions values, philosophies, and leadership characteristics.
  • Work with other credit union departments to insure the workflow or process is providing the best service to the members.
    • Requirements:

    Education and Experience

  • Bachelors degree and two or more 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.
  • Knowledge of credit union operations.
  • Strong customer service skills, including follow-up, as needed.
  • Ability to apply principles of logical thinking to define problems, collect data, establish facts and draw valid conclusions. Must be able to deal with abstract and concrete variables.
  • Ability to speak effectively to groups of staff and members, as needed.
  • Ability to communicate effectively in writing and orally.
  • Ability to resolve interpersonal conflict and miscommunications.
  • Knowledge of spreadsheet and word processing software.
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