Wellby Financial · 2 weeks ago
Personal Financial Advisor
Webster, TX
Full-time
Onsite
Entry, Mid Level
2+ years expWellby Financial is a company dedicated to providing excellent customer service and financial solutions. They are seeking a Personal Financial Advisor to educate clients on investment products, assess their financial objectives, and develop strategies to meet their financial goals.
Credit CardsFinanceFinancial ServicesLending
Responsibilities
Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union
Educate members and credit union employees on investment products and services through seminars, branch trainings and other scheduled events
Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning
Assesses clients’ financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status
Based on analysis of financial data, develops strategies and plans to help clients meet financial goals
Effectively communicate information about the risks, attributes, features and benefits of investment products and services
Monitors plan performance for clients; realigns and redistributes funds to maintain objectives
Develop and execute a systematic approach to verbal and written client communication (min 7 contacts per year)
Provide regular feedback to the branch employees, credit union executives and sales manager regarding sales practices and business development initiatives
Drive investment and credit union integration initiatives, e.g. Retail Experience training, seminars, Retail team focus days, etc
Refer and Cross sell Credit Union products and services the member has an immediate need for at this moment in time
Maintains knowledge of new and emerging investment trends and opportunities
Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate
Performs other related duties as required
Qualification
Required
Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union
Educate members and credit union employees on investment products and services through seminars, branch trainings and other scheduled events
Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning
Assesses clients' financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status
Based on analysis of financial data, develops strategies and plans to help clients meet financial goals
Effectively communicate information about the risks, attributes, features and benefits of investment products and services
Monitors plan performance for clients; realigns and redistributes funds to maintain objectives
Develop and execute a systematic approach to verbal and written client communication (min 7 contacts per year)
Provide regular feedback to the branch employees, credit union executives and sales manager regarding sales practices and business development initiatives
Drive investment and credit union integration initiatives, e.g. Retail Experience training, seminars, Retail team focus days, etc
Refer and Cross sell Credit Union products and services the member has an immediate need for at this moment in time
Maintains knowledge of new and emerging investment trends and opportunities
Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate
Performs other related duties as required
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Extensive knowledge of financial markets and investment strategies
Excellent organizational skills and attention to detail
Strong analytical and problem-solving skills
Proficient with Microsoft Office Suite or related software
Bachelor's degree in Business or related field preferred
Two years of related experience preferred
License to sell at least one financial product (Series 6, Series 7, Series 63 and Series 65, state insurance license, etc.) preferred, but not required
Preferred
Professional industry designations are preferred including CFP®, ChFC®, CLU®, etc
Knowledge of a wide array of brokerage/banking products and services
Proficient in fee-based Investment Advisory accounts including wrap accounts, SMA's, professionally managed solutions, mutual funds, ETF's, UIT's and structured investment products
Fixed and Variable Annuities, Life Insurance, and Long-Term Care Insurance
Small Business Retirement plans including 401k's, Individual 401K's, SEP's, and SIMPLE IRA's
Company
Wellby Financial
We were founded more than 60 years ago with the mission of supporting those who put the first person on the moon.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
M
Marty Pell
Chief Executive Officer
W
Wes Turner
Chief Technology Officer
Recent News
2023-06-09
Company data provided by crunchbase