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Associate Advisor
Location:
Atlanta, GA
Description:
Position Associate AdvisorJob Code-8406req5064 Virginia AvenueFull Time Job Description Delta Community is one of the largest and fastest growing credit unions in Georgia. Our rapid growth has created additional career opportunities within the organization. We are looking for energetic, flexible, and service oriented individuals for the following position. The Associate Advisor is a practicing professional who acts both as an advocate of members' financial wellness and as a support to the Financial Advisor Team through relationship management. This Advisor will service and advise members utilizing financial planning for a fee, risk reduction and asset management strategies. As a reflection of the responsibility, this position has to maintain a strong member- and team-focus, the compensation package for this Advisor will be predominantly fixed with a variable component derived from achievement of corporate objectives. Practices safety-conscious behaviors in all operational processes and procedures. Essential Functions: * Engage client relationships both in-person, through MS Teams and over-the-phone. * Communicate foundational financial planning principles, as well as investment strategy recommendations to members. * Identify and address client financial needs. * Monitor and review clients' accounts regularly to determine whether life events, economic changes, or financial performance indicate a need for reassessment. * Perform in a team environment in which responsibilities for servicing client accounts and planning for clients' needs are shared. * Deliver a world-class customer service experience. * Analyze data obtained to determine strategies for meeting clients' financial objectives. * Complete all continuing education, firm element, and compliance requirements in a timely manner. * Serve as technological expert for credit union members. * Achieve regular and consistent results that exceed minimum standards while adhering to the Credit Union's high standards of honesty, fairness, and integrity. * Identify members' financial planning needs and partner with other advisors to deliver financial planning strategies. Other * This description reflects management's assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned. * This job description is subject to change at any time. Position may offer work from home opportunities, pending specific performance and departmental needs. Job Qualifications Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Required Minimum Qualifications: * Bachelor's Degree in Business, Finance or a related field. * 3 + years' experience in the financial services industry with direct client contact. * Clean U-4/U-5. * FINRA Series 7 and Series 66, Life/Accident/Sickness and Variable Products Insurance and Long-Term Care certification required within 120 days of onboarding * Must have AIF designation or be able to acquire it within 12 months of on-boarding * Must have active CFP professional designation. The ideal candidate possesses the following: Exceptional attention to detail and accuracy in all work produced. Excellent inter-personal, verbal and written communication skills. Ability to work cooperatively in a team as well as independently. Ability to identify, research and resolve problems in a timely manner. Ability to prioritize, manage and complete requests from multiple sources. Strong organizational and time management skills. Familiarity with financial statements. Strong analytical skills. Strong computer skills - proficient in MS Office and Client Relationship Management software. Compiling/analyzing operational and financial information/projections. Able to work under pressure in a fast-paced environment. Applies knowledge of credit union systems, policies, and procedures. Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations. Preferred Qualifications: * Master's degree in Finance, Economics, Business or related field. Employee benefits include: *Medical, Dental and Vision Coverage*Basic Life and Accidental Death &Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate*Supplemental Insurance or Voluntary Insurance*401(k) Plan with Company Match*Vacation, Holidays and Personal Time Off *Paid Maternity and Paternity Leave *Pre-tax Health and Dependent Care Spending Accounts*Benefit Choice Program *Health Reward Dollars*Discount on Gym Reimbursement and Identity Theft Programs*Legal Services PDN-9b6ee627-35d0-4a48-91f8-5fa948e6825f
Company:
Delta Community Credit Union
Industry:
Other
Posted:
February 27 on Professional Diversity Network
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More About this Listing: Associate Advisor
Associate Advisor is a Other Jobs Associate Advisor Job at Delta Community Credit Union located in Atlanta GA. Find other listings like Associate Advisor by searching Oodle for Other Jobs Associate Advisor Jobs.
Associate Advisor is a Other Jobs Associate Advisor Job at Delta Community Credit Union located in Atlanta GA. Find other listings like Associate Advisor by searching Oodle for Other Jobs Associate Advisor Jobs.