- Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and/or credit union products.
- Sells investment and insurance products to member-owners.
- Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved.
- Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads.
- Conducts regular training of member center partner-employees on investment and insurance products.
- Conducts educational seminars related to financial planning topics.
- Coaching and developing the Financial Advisor assigned to the territory. This includes support in member center training, Investment Product training and specific investment recommendations.
- Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
- A high school diploma or equivalent is required.
- FINRA Series 7 securities license required at hire and FINRA Series 65 or 66 securities license required within 3 months of employment.
- Life, health, variable products insurance licenses in all states in which doing business required within 3 months of employment.
- Demonstrated ability to learn and comprehend sophisticated financial planning concepts.
- Demonstrated ability to learn and adhere to federal and state regulations/laws as they pertain to investment and/or insurance.
- Demonstrated ability to effectively sell financial services products.
- Demonstrated ability to learn and utilize the necessary software to complete job functions
- Minimum of three years previous experience as a Financial Advisor or similar work experience is required.
- Must be familiar with Microsoft Office products.
- Demonstrated the ability to coach and develop a Financial Advisor that is working on the team in the territory.
-
Financial Advisor
1 week ago
FusionWorks Gahanna, United StatesAbout the Company · The Oberender AG is one of the leading management consulting firms in the healthcare sector. Our diverse range of services includes strategy development and implementation, as well as assuming management functions. Our clients include hospitals, private and pu ...
-
Financial Advisor
3 days ago
Skylight Financial Group Ohio, United StatesSkylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. · As an Advisor, y ...
-
Financial Advisor
1 week ago
Magellan Financial & Insurance Services, Inc. Columbus, United StatesElite Salary + Rev Share | Zero Prospecting | Unparalleled Support | Top Mentorship · Asset Preservation Wealth & Tax () is built and run by advisors who meet with clients/prospectswe eat what we cook. We're not the brainchild of former or failed advisors, a massive bureaucracy, ...
-
Financial Advisor
5 days ago
Lifetime Financial Growth Columbus, United StatesJob Description · Job DescriptionWe are looking for a Financial Advisor to help your clients set and achieve their financial goals · BENEFITS · You can't attract quality people with a second-best compensation package. As a Financial Advisor, you'll be part of a recognized, respec ...
-
Financial Advisor
5 days ago
Insight Financial Planning Columbus, United StatesJob Description · Job Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. · Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship bu ...
-
Financial Advisor
4 days ago
OPOC Columbus, United StatesJob Description · Job DescriptionJob Description: (One Point of Care) is seeking full-time Financial Advisor to join the team in our Worthington, OH location. We are looking for a positive, high-energy individual who has solid industry knowledge, excellent oral and written commu ...
-
Financial Advisor
6 days ago
Capital Asset Management, Inc. Columbus, United States Full timeCapital Asset Management, Inc. is seeking a Financial Advisor to join our team. We have been serving a very loyal and affluent clientele for over 25 years. We are a fee-only, advisory firm. We do not sell products or receive any referral fees or commissions. · Applicants must hav ...
-
Financial advisor for personalized advice
5 days ago
beBee Handyman Urbancrest, OH, United States Freelance1. Our Spanish company, 3dled, is looking to purchase LED materials from a company in Urbancrest, OH. As we are a company outside of Mexico, do we still need to pay Mexican VAT? · 2. We plan to sell these materials to Promo Espacio, a Mexican company, with a margin. Should we inv ...
-
Financial Advisor Coach
5 days ago
Elite Advisor Network Franklin, United StatesFinancial Advisor Coach · Position Overview · Are you passionate about fostering transformational change and driving exceptional outcomes? We are thrilled to announce the opportunity for a full-time Financial Advisor Coach to join our team. We seek a Financial Advisor Coach to s ...
-
Senior Financial Advisor
7 hours ago
Wright-Patt Credit Union Columbus, United StatesWright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. · The Senior Financial Advisor (SFA ...
-
Staff Financial Advisor
3 days ago
Summit Financial Strategies Columbus, United StatesJob Description · Job DescriptionSalary: · Title: · Staff Financial Advisor · Status: · Full-time salaried · Reports to: · Director of Operations of Client Service Team · Job Summary · The Staff Financial Advisor has broad responsibility for client satisfaction and supports th ...
-
Junior Financial Advisor
1 week ago
KEMBA Financial Credit Union Columbus, United StatesJob Description · Job Description · Title: Junior Financial Advisor · Reports to: Director of Wealth Management & Financial Resources · Supervises: None · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union M ...
-
Junior Financial Advisor
4 days ago
KEMBA Financial Credit Union Columbus, United StatesReports to: Director of Wealth Management & Financial Resources · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial go ...
-
Financial Advisor Assistant
1 week ago
Lifetime Financial Growth Columbus, United StatesJob Description · Job DescriptionJob description · The assistant's role is to support the daily operations of the Financial Advisor. The assistant is expected to consult and coordinate with the Advisor on all aspects of their activities and responsibilities. · Critical factors of ...
-
Financial Advisor Remote
1 week ago
Paramount leadership development Columbus, United StatesJob Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...
-
Junior Financial Advisor
2 days ago
KEMBA Financial Credit Union Columbus, United StatesJob Description · Job DescriptionTitle: Junior Financial Advisor · Reports to: Director of Wealth Management & Financial Resources · Supervises: None · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members ...
-
Financial Advisor Remote
1 week ago
Paramount leadership development Columbus, United StatesJob Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...
-
Merrill Team Financial Advisor
1 week ago
The Bank of America Corporation Columbus, United StatesMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Financial Advisor, Advisor, Fi ...
-
Voya Columbus Financial Advisor
1 week ago
Voya Financial Advisors Inc Columbus, United StatesVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships. · This position will be resp ...
-
Senior Advisor Financial Strategies
1 week ago
New York State Civil Service Columbus, United StatesOccupational Category Other Professional Careers · Salary Grade NS · Bargaining Unit None listed · Salary Range From $145000 to $150000 Annually · Employment Type Full-Time · Appointment Type Permanent · Jurisdictional Class Non-competitive Class · Travel Percentage 0% · Workweek ...
Senior Financial Advisor - Columbus, United States - Wright-Patt Credit Union
Description
Job DescriptionWright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals.
The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products. This includes retirement planning, investment planning, college planning, estate planning and insurance needs. The SFA has general responsibility for developing and executing a business plan to grow their market and their team. The SFA also identifies member-owner needs and provides solutions in order to deliver an ever-increasing level of service and economic value to member-owners.
The Senior Financial Advisor possesses the following knowledge and skills: