KalamazooRecruiter Since 2001
the smart solution for Kalamazoo jobs

Associate Financial Advisor

Company: CUNA Mutual
Location: Kalamazoo
Posted on: November 16, 2020

Job Description:

The Associate Financial Advisor (AFA) primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also work with credit union employees to help credit union members meet the other two core financial needs of cash management and credit. As a member of a financial advisor team, AFAs will focus on adding new credit union members to the CUNA Brokerage Services, Inc. (CBSI) book of business and on working with existing CBSI members. Typically they will work a segment of the team's book of business, covering a territory of the credit union such as certain branches, departments etc.Alignment with credit union and CBSI mission & culture will also be very important for success. The AFA position is designed to allow high potential candidates to enter the brokerage/insurance/investment advice business and develop under the leadership and coaching of their lead financial advisor (LFA). This position also brings additional capacity to the advisor team to serve more credit union members across the six core financial needs. Based on performance and opportunity, there is potential for career advancement to include that of LFA.Job Responsibilities:Gain full understanding of credit union members financial and personal goals and put the customer needs first while working with them to Identify, execute and follow up on opportunities to gather additional client assetsMeet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.Achieve sales and revenue goals and meet certain professional growth and development goals. Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.Participate in execution of local marketing development plan.Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.Job Requirements:FINRA Securities Industry Essentials Examination, Series 6, 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferredLife/health and variable insurance licenses Three years financial services sales & service experience preferredStrong people, sales and relationship skillsProven oral and written communication skillsSelf-starter eager to develop and expand knowledgeFor individuals new to this role:Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are metPhysical Job Analysis:While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Keywords: CUNA Mutual, Kalamazoo , Associate Financial Advisor, Accounting, Auditing , Kalamazoo, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Remote Experienced Tax Expert I ? Seasonal
Description: Overview If you re a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. You ll advance our (more...)
Company: Intuit
Location: Grand Rapids
Posted on: 11/27/2020

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney -?? Seasonal Remote
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Grand Rapids
Posted on: 11/27/2020

Credentialed Tax Accountant
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Fort Wayne
Posted on: 11/27/2020


Work From Home Credentialed Tax Accountant - Ann Arbor, MI
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Ann Arbor
Posted on: 11/27/2020

Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remo
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: South Bend
Posted on: 11/27/2020

Remote Experienced Tax Associate ? Seasonal
Description: Overview If you re a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. You ll advance our (more...)
Company: Intuit
Location: Grand Rapids
Posted on: 11/27/2020

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney - Grand Rap
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Grand Rapids
Posted on: 11/27/2020

Work From Home Credentialed Tax Expert - CPA
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Kalamazoo
Posted on: 11/27/2020

Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Elkhart
Posted on: 11/27/2020

Postal Clerk
Description: POSTAL CLERK br br NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees.-- The Postal Service (more...)
Company: USA Labor Services
Location: Wyoming
Posted on: 11/27/2020

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Kalamazoo RSS job feeds