Jr Financial Advisor (Finance)
People Helping People, that is what Sunmark Credit Union is all about!
Why join the Sunmark Squad? Sunmark is a local credit union making a big difference in our community. For 85 years, we strive to build brighter financial futures and brighter communities. We build relationships with our members and look for solutions for all their financial needs through our "Good Vibes" culture. As a team member, you will find satisfaction in your career by assisting with our members finances, volunteering through our foundation team, and career growth opportunities.
Our Wealth Management team is hiring. This position will primarily be onsite at our Latham, NY office. Travel to our financial centers will be on a regular basis, mileage will be reimbursed. Typical schedule will be Monday-Friday with Saturdays as needed, not on a regular basis.
Starting annualized salary, $59-63k based on experience. Additional commission will be paid on production and increased when production milestones are reached.
Under the direction of credit union management, with on the job coaching and guidance from the Financial Service Representative, offer Wealth Management Services to members by cultivating and sustaining member relationships that maximize member satisfaction, retention and loyalty. As a credit union employee, registered by LPL, provide both credit union solutions and investment/insurance products to meet the core needs of members.
- Cultivate strong relationships with members by consistently using the prescribed sales process.
- Hold client facing meetings to offer a limited product set of annuities, insurance and mutual funds.
- Proactively acquire new mass market consumer and investment customers, and deepen existing relationships, through outreach and pre-planned appointments.
- Maintain deep knowledge and understanding of deposit, credit and investment financial solutions and services.
- Provide financial advice and establish accounts for insurance, investment and retirement needs.
- Build relationships with branch colleagues, members and partners to acquire, deepen and retain relationship, as well as to help customers succeed financially.
- Recognize and refer members with more complex needs to the Financial Services Representative (FSR).
- Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
- Acquire and sustain proficiency in Microsoft Office Suite, CRM software and account opening solutions, included but not limited to ClientWorks, Annuity Order Entry (AOE) and other applicable applications.
Seeking candidates with a college degree and a minimum of 2 years financial services sales experience. Life, Accident and Health insurance license required. FINRA Securities Industry Essentials Examination, Series 6, and Series 63 preferred as optimal for the role.
Must be well organized, have strong computer and communication skills. Demonstrated ability effectively build business relationships with diverse clients.
