What are the responsibilities and job description for the PRIVATE WEALTH ADVISOR position at CommunityAmerica Credit Union?
Summary :
This position is responsible for helping members achieve their long term financial goals by developing customized financial plans and making investment recommendations to support that plan.
Duties & Responsibilities :
- Analyze investment strategies and make recommendations to members.
- Achieve sales / production goals to ensure revenue projections are met.
- Stay abreast of the investment tools and services available that can maximize performance.
- Ensure business activities and investment recommendations are in compliance with rules and regulations.
- Make outbound calls to members from various lead lists.
- Generate referrals from credit union employees.
- Attend credit union functions and other community meetings, as necessary.
- Promote honest and open communication throughout the credit union.
- Demonstrate behaviors that are consistent with the credit unions values, philosophies, and leadership characteristics.
- Work with other credit union departments to insure the workflow or process is providing the best service to the members.
Requirements :
Education and Experience
Knowledge, Skills and Abilities
