What are the responsibilities and job description for the Financial Advisor position at First Tech Federal Credit Union?

Description

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the member's unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups. In addition, the Financial Advisor creates, updates, and implements comprehensive Financial Plans for members and regularly reviews members' accounts.

Job duties :

Assist members and prospects with information, products offered and procedures to implement an investment program
Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
Interface with mutual fund companies, insurance companies, clearinghouse and broker / dealer for any member needs or services
Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and / or appropriate promotional campaigns specific to the unique or unusual needs of the Experience Centre
Keep informed of current success of investment products offered and of new products being made available through our broker / dealer, Raymond James Financial Services, Inc.
Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures

Essential skills :

Minimum Education : High School Diploma, with CFP designation preferred

Minimum of 5 years' experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate

Experience working in a bank or credit union environment preferred

Exceptional interpersonal skills to engage with internal and external business partners

Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion

Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience

Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies

Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency

Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances

Ability to assess individual client needs and foster strong relationships

Proficiency with basic to complex mathematical calculations

Working knowledge of Microsoft Office Suite and financial planning software

Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred

Certification / License : Series 7, 63, 65 / 66FINRA licenses, Life & Disability Insurance license

Location : San Diego Experience Center - San Diego, CA (HYBRID)

Target Compensation in San Diego : $110,000 to $125,000 (This range reflects reasonable earnings potential which includes a base salary of $68,640 and annual incentive pay based on current production)

Benefits options include :

Traditional medical, dental, and vision coverage

401K matching up to 5% per pay period

Accrue up to 17 days of Paid Time Off your first year of employment

11 paid federal holidays

Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different? Click here to learn more!

First Tech is not currently offering Visa sponsorship for this position

Registered Address : 16399 W Bernardo Drive, San Diego CA 92127 | 858-385-4001

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA / SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker / dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Salary : $68,640

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