- The core responsibility is to prospect for investment and financial planning opportunities inside and outside the Credit Union while developing and deepening relationships.
- Will assess client objectives relating to our client's needs, desire, risk tolerance and resources.
- Expected to advise, recommend, and implement strategies to achieve financial objectives through offering appropriate financial products and solutions.
- Responsible for providing educational workshops to the Credit Union's staff and membership while complying with all FINRA rules and regulations, broker/dealer supervisory procedures and internal compliance procedures.
- Will establish and maintain effective and professional business relations with internal and external stakeholders.
- Bachelor's degree in business or related field or related experience
- CFP designation preferred but not required
- Five years of progressive experience as a Financial Advisor
- Understanding of related legal and regulatory requirements
- FINRA Security licenses 7, 63 and 65 or 66, CA Life, Health & Disability Insurance
- Strong organizational and time management skills
- Ability to prioritize effectively, working in a fast-paced environment
- Strong oral and written communication skills, including ease in presenting information to a group
- Software Skills: Windows, Microsoft Office Suite (Word, Excel, PPT, etc.), eMoney, MoneyGuide Pro
- Competitive pay
- Subsidized health care including medical, dental and vision
- FSA and HSA
- Company-Paid Life and A&D insurance
- Discounts on loans (must be a member)
- Paid Vacation, Holiday, and Sick time
- 401k Retirement Saving Plan with a 6% safe harbor employer match
- Educational Assistance Program and more
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Wealth Advisor - Chatsworth, United States - Premier America Credit Union
Description
Job Title:Wealth AdvisorAt Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family
Overview:
Premier America Credit Union provides a full range of financial services and excellent career opportunities throughout Los Angeles and Ventura Counties. We are currently seeking a dynamic Wealth Advisor to join the Wealth Management Group in our Chatsworth Corporate Office - an experienced professional, with solid history of providing wealth management and financial planning strategies through profiling and analysis. The right candidate will have a sense of urgency, the ability to improve operational efficiency through thoughtful process improvement, and a strong commitment to delivering best in class service.
About You:
•Planning: You run a relationship-driven, planning-based, and advisory-centric practice that focuses on comprehensive and holistic solutions for your clients, not products to sell.
•Teamwork: You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others.
•Judgement: You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements.
•Communication: Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information and needs through the application of appropriate communication behaviors.
What You Will Do:
What We Are Looking For:
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
Equal Opportunity Employer Veterans/Disabled
Pay Grade Info:
To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
The base pay range for this position is: $62,400.00 plus commission
Perks Important to You:
Our Team Members enjoy the following rewards and benefits:
Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.
Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
