Financial Advisor

Job Summary: Assists members and clients in achieving their financial goals through personalized consultations, investment strategies, and exceptional service. Develops tailored solutions by understanding their needs, risk tolerance, and aspirations. Conducts regular portfolio reviews and identifies opportunities to optimize their financial future.

Essential Functions, Duties, and Responsibilities:

• Builds and maintains strong relationships with new and existing clients by understanding their financial needs, goals, and risk tolerance.
• Develops and implements personalized investment plans, including securities recommendations, tailored to each client's unique circumstances.
• Manages client investment portfolios continuously, reviewing performance regularly and adjusting as necessary.
• Educates clients on financial planning concepts, investment products, and market trends. Provides clear and regular communication about their investment portfolio and financial situation.
• Refers business back to Langley when appropriate.
• Ensures adherence to all credit union, FINRA, and regulatory guidelines.
• Maintains a solid knowledge base by staying current on industry regulations, trends, and best practices.
• Coaches internal teams, drives investment initiatives and fosters strong partnerships to achieve client investment goals.
• Identifies and proactively reaches out to potential clients to grow the client base.

Qualifications:

• A bachelor’s degree in business development, finance, or a related field (or equivalent combination of education and experience) is required.
• FINRA Series 7 and 66 (or Series 63 and 65) licenses are required.
• Applicable state life and health insurance licenses preferred.
• Ability to travel up to 35% locally.
• CFP® designation a plus.
• A clean credit history and U-4 CRD record are required.

Our Keys to Success:

• Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
• Langley Ambassadors – Demonstrates a passion for Langley’s vision, encouraging diversity, equity, and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
• Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
• Team Driven – Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
• Continuous Learners – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements: The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands and fingers to operate standard office equipment like a phone, mouse, keyboard, etc., speak and hear. The employee is occasionally required to stand and walk. Specific vision requirements for the job include close vision (at 20 inches or less).

Working Conditions: The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Work is performed in an indoor, climate-controlled office environment where the noise level is typically quiet.

Equal Opportunity Statement: Include a statement on commitment to diversity and inclusivity.