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Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
Education: Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC or CFP designation and bachelors degree in Business Administration or other related field preferred.
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Three years financial services sales experience. Ability to create and deliver effective messages scaled to the appropriate audience. Must be willing to travel as required.
Tenure: Not Applicable
Compensation:Financial Advisor (Category 19)
Salary Pay Range: $55,000 - $65,500 annually. Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. This position is eligible for performance-based commission.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits:Equal Opportunity Employer
Full Time
$56k-78k (estimate)
06/24/2024
07/09/2024
globalcu.org
FAIRCHILD AFB, WA
100 - 200
1954
JOHN MAGUIRE
$10M - $50M
Banking
Global is here to grow your dreams. Our business is to serve our members and our community. As a co-operative financial institution, our profits go back to our membership. We offer innovative products and services, low rates, few fees and excellent service. Who can join? You can, if you live or work in Washington State, or Kootenai, Benewah, Shoshone or Latah counties in Idaho. If you are an active duty or retired military person or a contractor affiliated with Fairchild Air Force Base, Aviano Air Base, Camp Ederle or Camp Darby you are automatically eligible for membership. We have locations ...throughout the Inland Northwest and Italy. Plus, we offer access at 6700+ shared branching locations and over 26,000+ ATMs nationwide. Visit https://www.globalcu.org/locations to find a location near you. Our story begins in October 1954. Mary Milla, a secretary who worked at Fairchild Air Force Base, founded the credit union as a means to serve the financial needs of the military and civil service employees. We began as Fairchild Credit Union and have grown to become Global Citizens. What is a Global Citizen? Global Citizens give their time. They make you smile. They're engaged, integrated, transformative. They love this community and its people, And actively do their best to leave this world a better place. We believe in Global Citizens. Be a Global Citizen. #weareglobalcitizens If you want to grow your dreams with world-class service, great convenience and a place to bank that celebrates your community, then join us and be a Global Citizen. Federally Insured by NCUA. Equal Housing Opportunity Lender.
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The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.