One Nevada Credit Union · 1 month ago
Financial Advisor Consultant
Las Vegas, NV
Full-time
Onsite
Mid Level
3+ years expOne Nevada Credit Union is looking for a motivated Financial Advisor/Consultant to plan, coordinate, and perform activities related to the sale of various financial services and investment products. The role involves promoting investment services, assisting members with their financial goals, and coordinating product management activities.
BankingFinancial ServicesMarketing
Responsibilities
Actively promotes, under the direction of the iNi Business Plan and Vice President Member Investments, products and services of investment services, both internally and externally
Coordinates and implements strategies to meet investment account volume goals
Coordinates with Vice President Member Investments and One Nevada Marketing department to pursue target markets to steadily build member and new member relationships, investment accounts, and assets under management, cross-sells when appropriate, and other One Nevada products and services
In coordination with Vice President Member Investments, motivates One Nevada sales staff to promote the features and benefits of investment services to generate optimum referrals via the numerous marketing channels available; seeks new opportunities and additional creative marketing channels not yet in use
Assists Vice President Member Investments to promote investment services directly to SEGs through the One Nevada Focu$program in coordination with District AVP’s, seminars and other viable means; and
Coordinates and conducts periodic seminars for member and non-member education and promotion of investment products and services
Counsels and assists members to determine their personal investment objectives and goals, advises them on the various available investment choices, and uses a comprehensive financial planning approach when appropriate
Communicates via e-mail, newsletters, brochures, phone calls, seminars, etc., about products and personal financial planning services with members
Represents One Nevada to Broker/Dealer and other related agents and vendors
Communicates with credit union departments about investment product sales and referrals; and
Resolves related member account problems that arise
Coordinates and/or performs account set-up and ongoing account maintenance functions between One Nevada and Broker/Dealer to ensure a consistent high level of service and member satisfaction related to investment services
Coordinates periodic research on existing product lines and competing products, monitors financial condition of investment firms for ongoing viability, customer and broker support
Assists with product and sales training for credit union staff
Conforms to product, regulatory, legal, state of Nevada insurance and Broker/Dealer compliance
Attends various meetings and training sessions with Broker/Dealer, related product wholesalers and vendors to ensure current and compliant product offerings
Coordinates with Vice President Member Investments to research, recommend, develop and implement new products and product changes or conversions; and
Performs other duties that may be assigned
Qualification
Required
Bachelor's degree
Minimum of 3 years of sales experience within the retail investment and insurance industry
NASD Series 6, 7, 63 and 65 or 66 licenses
State insurance licenses for life and variable products
Thorough knowledge of personal investment management & financial planning techniques
Thorough knowledge of currently available investment products and services, and associated markets
Knowledge of Securities and Exchange Commission and NASD rules and regulations
General and current knowledge of IRS reporting requirements related to personal investment products
General knowledge of operations and marketing functions within a financial institution
General knowledge of macroeconomics with emphasis on investment market trends
Current Series 6, 7, 63, 65 or 66 securities licenses and ability to maintain license(s) in good standing
Ability to become a Registered Representative of CUSO Financial Services or our affiliated Broker/Dealer
Skill in the operation of a personal computer to include Internet/Intranet, operating system, word processing, spreadsheet, presentation, email, calendar and scheduling software and other office equipment
Ability to obtain the CFP designation within 30 months of hire
Ability to effectively apply professional sales techniques related to personal investments
Ability to communicate effectively, both verbally and in writing
Ability to analyze problems and opportunities, then evaluate and implement effective alternatives, solutions or approaches
Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans
Ability to motivate co-workers
Ability to maintain regularly scheduled attendance
Ability to establish and maintain effective working relationships with other employees and members
Must be able to relate appropriately to other people beyond giving and receiving instructions
Preferred
CFP designation preferred
Company
One Nevada Credit Union
One Nevada Credit Union is the largest locally owned, federally insured Credit Union in the state.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steve O'Donnell
EVP/CFO
Eldon Tilley
SVP/Chief Marketing Officer
Recent News
EIN Presswire
2025-03-04
Company data provided by crunchbase