Apply on Employer Site

Virginia Credit Union · 6 days ago

Ameriprise Financial Group Financial Advisor

Richmond, VA

Full-time

Onsite

Mid, Senior Level

2+ years exp

Virginia Credit Union is expanding its wealth management team throughout Virginia, and they are seeking a Financial Advisor to establish value-added relationships with members and offer tailored financial solutions. The role involves prospecting for new clients, managing customer relationships, and ensuring compliance with training and regulations.

AdviceBankingFinanceFinancial ServicesMortgage

Responsibilities

Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time

Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time

Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time

Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time

Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time

Perform any other related duties as required or assigned

Qualification

Financial knowledgeCustomer relationship managementCommunication skillsProblem-solving abilityCustomer service skillsReport writingRelationship building

Required

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc

Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience

Outstanding verbal, written and listening communication skills

Superior customer service skills

Master at building relationships with customers

Ability to quickly compile, verify and calculate information to provide solutions and recommendations

Product knowledge

Ability to write reports, business correspondence, and policy/procedure manuals

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public