Financial Consultant
Company: Founders Federal Credit Union
Location: Spartanburg
Posted on: May 21, 2023
|
|
Job Description:
Relax Join our Team!JOB SUMMARY:The Financial Consultant will
have a proven record of building a client base, increasing assets
under management, and exceeding production goals. This individual
is responsible for helping our members reach their financial goals
by delivering tailored advice and solutions, addressing any needs
and concerns. The Financial Consultant will develop and maintain
relationships by providing personalized investment strategies.JOB
RESPONSIBILITIES:The Financial Consultant will meet with members to
determine their financial situation and needs, service and maintain
existing member accounts, as well as develop new accounts and
relationships.Additional responsibilities include, but are not
limited to:Always do what is in the best interest of the FFCU
member.Communicate details of investment opportunities and perform
transactions.Conduct periodic reviews of portfolios and address
ongoing member needs.Educate members on appropriate savings or
spending strategies and provide additional financial planning
solutions.Understand member financial situations and leverage
resources to implement strategy.Cultivate long-term relationships
with members and Founders FCU employees.Build a referral pipeline
within the network of assigned market area.Actively seek out
opportunities and consistently set appointments to develop new
accounts and increase assets under management.Meet or exceed
production goals.Respond to requests in a timely manner.Attend
local networking events to promote Founders and develop new
relationships.Attend all FFCU Investment Services meetings.Maintain
accurate client records and client meeting notes.File all required
paperwork with the compliance manager's office.Comply with
Founders' policies and procedures, as well applicable laws,
regulations, and statutes issued by federal agencies such as NCUA
and FFIEC, including, but not limited to, GLB and BSA. Employees
have legal and regulatory obligations to respect and protect the
privacy of information and its integrity and confidentiality.JOB
REQUIREMENTS:The successful Financial Consultant will have and
maintain FINRA Series 7 and 63; Series 65 and/or 66 is preferred.
Must have willingness to complete the FINRA Series 65 upon
acceptance of the position (if not already obtained). Minimum of 3
years of financial services industry experience is required along
with a bachelor's degree from an accredited college or university.
An active SC Life/Health/Variable Annuity/LTC Insurance License is
preferred.Additional requirements include:Production track record
of increasing assets under management and high client
retention.Extensive knowledge of investment productsSelf-starter
who can work independently.High relational skills that focus on
Founders Federal Credit Union members.Organized with an attention
to detailBENEFITS:The Financial Consultant, a salary paid position,
will have the opportunity to earn quarterly paid commissions.
Additional benefits provided include the following:Paid
HolidaysPaid Time OffFamily-oriented culture that values work/life
balanceRetirement Plan (401k with employer contributions + Pension
Plan fully funded by FFCU)Comprehensive Health and Dental
InsuranceLife and Accidental Death & Dismemberment Insurance (at no
cost to employee)Voluntary Supplemental Life Insurance coverage for
employee, spouse, and childrenHealth Care and Dependent Care
Flexible spending accountsLong Term Care PlanShort-Term and
Long-Term Disability InsuranceTuition reimbursement to assist with
furthering educationCertifications - Assistance with achieving and
maintainingFit Founders Wellness ProgramA pre-employment criminal
background check, drug screen, consumer credit investigation, and
previous employer reference check will be required.EOECandidate
must be available Monday-Thursday 8am-5pm, Friday 8am-6pm
Keywords: Founders Federal Credit Union, Spartanburg , Financial Consultant, Professions , Spartanburg, South Carolina
Click
here to apply!
|