Demo

Bilingual Financial Advisor II - South Phoenix Market

Desert Financial Credit Union
Phoenix, AZ Full Time
POSTED ON 1/7/2025
AVAILABLE BEFORE 3/6/2025

The Financial Advisor II is principally responsible for providing wealth management services to clients/prospects remotely and referral management. You are encouraged to meet your individual goals and assist with attaining the program sales and service goals. You must possess industry knowledge and familiarity with the myriad of products available to meet clients' objectives and needs. You are encouraged to act independently, with discretion and good judgment, and in the best interest of the client. You will be registered with Raymond James Financial and will conduct business on behalf of the Investments & Financial Services program. 

What you will do here:

Client/Prospect Sales and Service: Responsible for consulting with prospects/clients to provide advice and identify products/strategies available based on the clients’ financial needs and goals that are in the clients’ best interest. You will work to identify prospect/client sales opportunities and consistently follow up and offer our services. You will be encouraged to build and maintain client relationships and provide ongoing client service within the client service model expectations. You will also be encouraged to participate in and facilitate ongoing business development activities, consumer education, and Credit Union employee training.

Program Referral Management & Phone Support: Responsible for managing referrals received for the Investments & Financial Services Program. You will actively make outbound contact attempts via phone & email for referrals received and prospect lists. You must be adept at engaging prospects over the phone to gauge interest and provide information regarding the services provided by the Investments & Financial Services program to build sales opportunities. 

Operations and Compliance: The Financial Advisor is responsible for various operational tasks for their client sales and service activities such as processing paperwork, client account maintenance, processing transactions, system data entry, CRM updates and documentation, etc.  You must ensure you are independently meeting the standards of Federal and State regulatory agencies as well as adhering to the written policies and procedures of the broker/dealer and the Financial Institution.  

Perform other job-related duties as assigned.

What you will need:

H.S. Diploma or GED required. 

3 years of financial industry experience required. 

3 years of sales experience, generating new sales opportunities required.

Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required. 

Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required.

Proven sales skills in insurance or related field exceeding sales quotas/goals required. 

Ability to develop and maintain relationships via phone with clients, internal and external members required. 

Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required. 

Microsoft Access, Microsoft Excel and Microsoft Word required. 

Series 7 - General Securities Representative Qualification required. 

Series 66 - Uniform Combined State Law 66 or both 63 & 65 required. 

AZ Life/Health Insurance required. 

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Bilingual Financial Advisor II - South Phoenix Market?

Sign up to receive alerts about other jobs on the Bilingual Financial Advisor II - South Phoenix Market career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$55,461 - $73,963
Income Estimation: 
$94,514 - $151,319
Income Estimation: 
$89,438 - $117,135
Income Estimation: 
$80,062 - $120,119
Income Estimation: 
$104,680 - $202,844
Income Estimation: 
$122,633 - $166,569
Income Estimation: 
$116,413 - $176,962
Income Estimation: 
$129,120 - $252,029
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
Income Estimation: 
$63,382 - $90,792
Income Estimation: 
$80,083 - $123,269
Income Estimation: 
$122,633 - $166,569
Income Estimation: 
$66,430 - $110,036
Income Estimation: 
$129,120 - $252,029
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Desert Financial Credit Union

Desert Financial Credit Union
Hired Organization Address Phoenix, AZ Full Time
The Videographer/Video Editor captures footage, edits and turns over final products to the creative team for short inter...
Desert Financial Credit Union
Hired Organization Address Phoenix, AZ Full Time
The Payment Ops Spec I is responsible for supporting Payment processes within the Credit Union. They will conduct valida...
Desert Financial Credit Union
Hired Organization Address Phoenix, AZ Full Time
Learning Consultant-Sales facilitates sales focused training as well as organizational specific content to new or existi...
Desert Financial Credit Union
Hired Organization Address Phoenix, AZ Full Time
The Client Experience Coordinator is responsible for elevating the wealth management team's presence and client engageme...

Not the job you're looking for? Here are some other Bilingual Financial Advisor II - South Phoenix Market jobs in the Phoenix, AZ area that may be a better fit.

Financial Advisor - RIA Firm - Phoenix, AZ

Advisor Employee Services, Phoenix, AZ

Voya Phoenix Financial Advisor

Voya Financial, Phoenix, AZ

AI Assistant is available now!

Feel free to start your new journey!