Company: Greater Texas Credit Union
Posted on: September 24, 2022
What's in it for you as a Wealth Advisor:
- Opportunity to be part of a -growing organization.
- Work in an environment that focuses on people, not just
- Full Benefits Package: -401k, -Medical, Dental, Life, -Paid
Time Off.What you'll do as a Wealth Advisor:
- Deliver needs based, comprehensive financial solutions by
offering a suitable and diversified set of brokerage, advisory, and
insurance solutions to meet client needs and objectives.
- Utilize a consultative, holistic approach, sales process, and
assessment tools where appropriate.
- Employ ethical business practices to ensure full compliance of
regulatory, broker dealer and institutional requirements.
- Deliver a top-tier member service experience during each
- Build strong relationships with retail branch managers and
staff, supporting, and motivating their referral efforts.
Developing a complete understanding of the core institution
products to support cross- selling opportunities and to generate
referrals back to the institution where appropriate.
- Meet or exceed established sales goals while ensuring
compliance with our core values, policies, procedures, and
regulations governing products and services.
- Complete compliance and career development training as
- Other duties as assigned.
Must Haves for a Wealth Advisor:
- Communication, Relationship Building, Customer Service,
Organization, Attention to Detail
- Business Development, Data Analysis, Financial Research,
Presentation Skills (Power Point)
- Minimum of two (2) years investment sales experience
- Active State Applicable Life Insurance License, Active Series 7
Registration, Active Series 63 Registration, Active Series 65 or 66
- HS Diploma or GED -Nice to Haves for a Wealth Advisor:
- Investment sales experience at a Financial Institution
- Bachelor's Degree in a business field -
All your information will be kept confidential according to EEO
guidelines.PandoLogic. Keywords: Personal Banker, Location: Austin,
TX - 78703
Keywords: Greater Texas Credit Union, Austin , Wealth Advisor, Other , Austin, Texas
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