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