- Review member needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs
- Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.
- Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.
- Development and sustain strong branch relationships.
- Maintain a regular presence in assigned branches.
- Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.
- Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
- Cross-sell DCU products and services as appropriate.
- Perform other job-related duties as assigned by Managers(s).
- Bachelor's Degree
- 5 to 7 years of experience in financial services
- Current FINRA Series 7 and 66 registrations
- Established track record of sales accomplishments
- Life, Accident and Health insurance licenses or the ability to obtain within 6 months of hire
-
Full Time Mover
3 weeks ago
Mass Bay Movers Peabody, United States Full timeMass Bay Movers is one of the premier Moving Companies in Massachusetts. · Mass Bay Movers es uno de los mejores empresas de Mudanza en MA · Buscamos gente que quiere carrera profesional como trabajador de mudanza · - por ejemplo si usted trabajaba mas que dos anos en un lugar - ...
-
First Choice Community Medical Services, P.C. North Andover, United States***: · First Choice Community Medical Services, P.C. is a Nurse Practitioner driven model providing primary care, episodic, chronic and transitional care to elders in the Merrimack Valley and beyond.. We are seeking an enthusiastic Part-time or Full-time Psychiatric Nurse Practit ...
-
Teller, Andover, Full-time, Onsite
1 week ago
Digital Federal Credit Union / DCU Andover, United States Full time**Schedule** · Mon - Fri 8:30 - 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 - 3:30 (40 hours) · **What You'll Do** · - Summary/Objective:_ · Contribute to DCU's Success Sharing and business goals by identifying members' needs, providing service excellence and helping ...
-
Full Time
2 weeks ago
Lowe's Newton, United States Full timeEssential Functions: · NOTE: Minors in this role may not be responsible for some of the activities listed below · Assisted Self Check Out · - Demonstrates ability to monitor and identify customers who need assistance at multiple self-checkout registers simultaneously · - Approach ...
-
Full Time Custodian
2 weeks ago
SAU #23 North Haverhill, United States Full time**HELP WANTED** · **SCHOOL CUSTODIAN** · **The Haverhill Cooperative Middle School is currently seeking** · Applications for the position of full-time custodian · Hours are 6:00 am - 2:00 pm - Mon.Fri. · Salary is commensurate with experience · The position is open until filled · ...
-
Full Time Teller
4 days ago
Santander Holdings USA Inc Lowell, United States Full timeFull Time Teller , Stadium Plaza , Lowell, MALowell, United States of AmericaUSA Job Family Description: Acts as first point of contact for consumer and small- to medium-sized clients. Assists clients with resolving product, service or billing issues, opening or closing accounts, ...
-
Financial Consultant, Andover, Full-Time
1 week ago
Digital Federal Credit Union Andover, United States Full timeSchedule · Mon - Fri: 8 AM - 5 PM (40 Hours) COMISSION BASED. · What You'll Do · Responsible for helping our members achieve their long-term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial. · Essent ...
-
Eclipse Innovations Andover, United StatesLooking for a way to commute to work without the stress of city traffic? A job in a garden city with easy access to Berlin? A family-friendly living environment? The Havelland Health Service Company is seeking an IT System Administrator on a permanent basis, full-time or part-tim ...
-
Full Time Veterinarian
4 days ago
Lap of Love Newton, United States Full timeLife is HAPPIER at Lap of Love Join Lap of Love as an In-Home, Associate Veterinarian in Newton · Are you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you'd always envisioned by having generous appointm ...
-
Full Time Granite/tile Account Executive
1 week ago
StoneOne Marble & Granite Methuen, United States Full timeTile Sales Immediate Sales Opening at a busy Granite Counter top and Tile Showroom for Inside Sales Consultant. · - Interacting with high end clients · - Facilitating design choices for clients · - Follow up on estimates for work · - Entering tile selections in to Stone Profits · ...
-
Housekeeping Supervisor, Full-time
1 week ago
Haverhill Pavilion Behavioral Health Haverhill, United States Full time**PURPOSE STATEMENT**: · Responsible for maintaining a clean and healthy patient care environment. · **ESSENTIAL FUNCTIONS**: · - Perform cleaning duties safely and in accordance with applicable federal and state regulations or law. · - Follow organization policy and procedures i ...
-
Full Time Nanny
2 weeks ago
Nanny Heroes Agency Somerville, United States Full timeFull-time Nanny/Family Assistant needed in Somerville, NJ beginning in June · Children: B2.5, Baby OTW late June · Hours: M-F 8am-4pm · Pay: Commensurate with Experience, OTB · Nanny Responsibilities include: all daily care tasks related to the children, developmental milestone a ...
-
Full Time Teller
4 days ago
Santander Holdings USA Inc Framingham, United States Full timeFull Time Teller , Framingham , MAFramingham, United States of AmericaUSA Job Family Description: Acts as first point of contact for consumer and small- to medium-sized clients. Assists clients with resolving product, service or billing issues, opening or closing accounts, proces ...
-
Full-time Paralegal
2 weeks ago
Morrison Mahoney LLP Boston, United States Full timeMorrison Mahoney LLP seeks a full-time Paralegal for its Boston, Massachusetts office in the following practice areas: · - Premises Liability · - Product Liability · - Professional Liability · **Responsibilities**: · - Organizing case documents and files. · - Preparing pleadings ...
-
Full Time Housekeeper
3 weeks ago
Hanover Hill Health Care Center Manchester, United States Full time**Hanover Hill Health Care Center is seeking a full-time Housekeeper to join our Environmental Services team. **This department is essential in creating and maintaining a comfortable, safe and clean environment throughout our upscale, 124 bed long-term care and skilled nursing fa ...
-
Full-time Reception
2 weeks ago
Chilton Club Boston, United States Full time**Full-Time FrontDesk/Reception** · Boston Back Bay private club is searching for a full-time front desk receptionist. · **The hours are**: · Monday thru Friday 3:00 p.m. until 11:00 p.m. · **Duties include**: · - Greeting club members and guests · - Answering telephone calls and ...
-
Housekeeper - Full-time
2 weeks ago
Prairieview Lutheran Homes Danforth, United States Full time**Housekeeper - Full-time**: · **Responsibilities**: · - Clean and maintain guest rooms, public areas, and back-of-house areas · - Dust, vacuum, and mop floors · - Clean and sanitize bathrooms and kitchens · - Change linens and make beds · - Restock supplies and amenities · - Rep ...
-
Cashier Full Time
2 weeks ago
BJ's Wholesale Club, Inc. Nashua, United States Full timeJoin our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, _235_ clubs and eight distribution centers. BJ's Wholesale Club offers a collaborative and inclusive environment where all team members can learn, grow and be their ...
-
Full-time Teacher
2 weeks ago
Longwood Medical Area Child Care Center Boston, United States Full timeLongwood Medical Area Child Care Center is designed to promote each child's emerging self-confidence and self-esteem. Teachers are certified by the Massachusetts Department of Early Education and Care (EEC). · Our work environment includes: · - Supportive teachers and staff · - G ...
-
Housekeeper, Full-time
2 weeks ago
Hanover Hill Health Care Center Manchester, United States Full time**Hanover Hill Health Care Center is now interviewing for a Housekeeper to join our Environmental Services team. **This department is crucial to creating and maintaining a comfortable, safe and clean environment throughout our upscale, 124 bed long-term care and skilled nursing f ...
Financial Consultant, Andover, Full-Time - DCU Inc.
Description
ScheduleMon - Fri: 8 AM - 5 PM (40 Hours) COMISSION BASED.
What You'll Do
Responsible for helping our members achieve their long-term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.
We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.
#LI-HYBRID #INDHI #LI-RJ1#FinancialPlanning #Investmentprofessional #CFP #Series7 #Advisor #Financialconsultant #financialadvisor #financialplanner #wealthmanagement #LPLfinancial #retirementplanning #andoverma
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)