Finance Analyst overseeing revenue operations and financial analysis in a growing international company. Collaborating with senior finance leaders for strategic finance exposure.
About the role
- Financial Consultant meeting with clients to provide investment advice and achieve monthly sales goals. Responsible for delivering a goals-based wealth management approach with various investment products.
Responsibilities
- Achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer appropriate investment products.
- Develop sales through prospecting, referrals, and marketing programs.
- Actively prospects the credit union membership for potential clients.
- Develops member leads through marketing and referral programs for sales staff.
- Complies with all regulatory FINRA and State Insurance laws and regulations.
- Processes new account applications.
- Coordinates and presents financial information seminars at the credit union or other locations.
- Cross-sells products and services offered at the credit union.
- Generates a minimum of $20,000 gross commissions monthly or a specified assigned goal.
- Ensures risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client.
- Delivers full range of investment products and services ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate.
Requirements
- 4 Year / Bachelors Degree Bachelors degree preferred.
- Must have a minimum of 3 years of experience in the securities industry and at least three years recent sales experience offering mutual funds, annuities, and insurance products.
- Must also have a thorough knowledge of financial markets as it relates to securities and insurance sales and marketing and the ability to collect and analyze data and analyze periodic financial and insurance-related products.
- California Life Only Insurance agent's and variable contract licenses are required.
- NASD series 7, 63, 65 and/or 66 licenses are required.
- Will consider series 6 and 63 individual with extensive experience.
- Advanced industry accreditation such as a CFP, CRPC or AAMS required.
- Qualified candidates without credentials must be able to obtain them within six (6) months of hire.
- Should have working experience using Microsoft Office suite of products.
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