Financial Advisor - Greensboro, NC, United States - Truliant Federal Credit Union

Truliant Federal Credit Union Greensboro, NC, United States

5 days ago

Description

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions.

Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

The Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach.

The Financial Advisor helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio.

The Financial Advisor presents a professional image and cultivates a strong working relationship with Credit Union staff, members, and other key people involved in with the Credit Union's delivery of service to existing members, including the various vendors with which the Credit Union partners.

Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA.

Cultivates strong working relationships and builds trust among Credit Union staff and members along with other key local people in the Credit Union's community, i.e., attends/participates in staff meetings and other Credit Union staff functions, conducts periodic huddles with designated branches, etc.

Consistently generates a minimum of 15-20 appointments per week with members through proactive outreach and successful marketing efforts in alignment with established outreach and productivity goals.

Follows the established securities and insurance compliance guidelines, and strictly adheres to all Credit Union, TFA and broker-dealer policies where appropriate.

Follows established policies and procedures of ethical market conduct.

Meets or exceeds the minimum budgeted GDC and/or new assets invested goals established for the position on a monthly as well as yearly basis as defined by the Minimum Production Guidelines (MPGs) and incentive plan.

Attends and completes all required training and informational meetings scheduled by management and broker-dealer.
Fully utilizes the broker-dealer CRM and processing system for all business-related activity documentation.
Assists with other tasks and projects as assigned.

Must have excellent communication skills in English, both verbal and written
Must have consistent record of meeting / exceeding compliance inspections and keeping high overall business integrity standards, including a Clean U-4
Must have advanced skills with MS Office, including Excel, Word, PowerPoint and Outlook
Must have the ability to deliver services and make presentations through remote technologies such as WebEx, conference calling and delivering documents through DocuSign
Must have the ability to work with people at different job levels ranging from senior managers to front line employees
Must hold the following FINRA Registrations in good standing: Must have a history of progressively more successful sales success as determined by growth in both GDC and placing assets under management
Must be able to effectively implement / leverage technology and all other available investment tools and resources to provide member-clients with an exceptional experience on a consistent basis
Must have the ability to understand all business processes within the credit union
Must be flexible and able to shift resources and priorities as required
Must be able to complete all assignments with minimal supervision
Must place all trades within compliance guidelines and not subject the Credit Union to potential trade related losses
Must be able to sit at a desk for long periods of time and use a computer.
Associate/Bachelor's Degree preferred, or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired.
~3-5 years financial services sales experience required.
~ As a member of the Truliant family, you will enjoy the following full time benefits:
~ No-cost employee Medical, dental, vision coverage
~ Paid holidays and Paid Time Off (PTO)
~Retirement/pension plan
~ Paid community involvement volunteers hours
~ Tuition reimbursement
~ Short and long-term disability
~ Teledoc (physician video conferencing)
~ Onsite fitness facilities or health club reimbursement
~ Employee Assistance Program (EAP)
~ Medical flexible spending account
~ Dependent care flexible spending account

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