Wealth Advisor

orsa credit union•Plymouth, MI

1d•$48,000

About The Position

The Wealth Advisor is responsible for the sales of wealth management products. This individual serves the members of multiple branches; provides coaching and sales support to team members; identifies, profiles and meets with prospective clients; reviews investment goals; prepares presentations to recommend members appropriate investment products; follows up on client contacts; and closes sales of wealth management products. This position has a base rate of $48,000 + a sizeable commission structure.

Requirements

High school diploma or equivalent.
Minimum 3 years of sales experience.
NASD, Series 7, Series 63, and Insurance licenses.
Demonstrated excellent communication, sales, leadership and organizational skills.

Nice To Haves

BA or BS degree from a four-year institution.
Certified Financial Planner (CFP) certification.
Experience in public speaking and leading public seminars.

Responsibilities

Provide customized investment strategies to help members as well as sales support and coaching to team members, providing tools and incentives for members to utilize the credit union’s investment & insurance services.
Provide guidance on retirement planning, tax-efficient investing, estate considerations, and income strategies.
Deliver personalized financial plans aligned with client objectives and life stages.
Stay informed on market trends, economic developments, and regulatory changes.
Grow asset under management through referrals, networking, and internal partnerships.
Monitor portfolio performance and rebalance as appropriate.
Adhere to all regulatory, compliance, and ethical standards.
Maintain accurate client documentation with in the CRM and ensure suitability requirements are met.
Perform other duties as directed by leadership.