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Wealth Advisor

Company: Greater Texas Credit Union
Location: Austin
Posted on: September 24, 2022

Job Description:

Job Description
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 profits.
  • 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 interaction.
    • 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 assigned.
    • 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 Registration
      • 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 -
          Additional Information
          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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