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Workers Credit Union · 2 hours ago

Financial Advisor

Littleton, MA

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $200K/yr

2+ years exp

Workers Credit Union is a trusted financial institution focused on improving the financial wellness of its members. They are seeking a passionate and experienced Financial Advisor to build strong client relationships and guide members through tailored financial planning processes.

BankingFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Develop and manage personalized financial plans for members

Provide guidance on investments, insurance, and retirement accounts

Advise on strategies that take into consideration wealth accumulation and growth, preservation and protection of assets, and income replacement and asset distribution

Collaborate with internal teams to deliver holistic financial solutions

Educate clients on financial wellness and planning strategies

Participate in your ongoing coaching and professional development

Qualification

FINRA Series 7 licenseFINRA Series 66 licenseMA Life Insurance licenseFinancial advising experienceFinancial productsEthical standardsFiduciary responsibilityPassion for helping othersInterpersonal skillsCommunication skills

Required

FINRA Series 7 and 66 licenses (or Series 6, 63 and 65)

MA Life, Accident, & Health Insurance license

2+ years of financial advising experience

Satisfactory U5 and compliance record

Solid knowledge of financial products and planning strategies

Strong interpersonal and communication skills

Commitment to ethical standards and fiduciary responsibility

Passion for helping others achieve financial success

Benefits

Comprehensive medical, dental and vision plans

Basic life and AD&D insurance, short-term disability and long-term disability

401(k) that includes a Safe Harbor Match of up to 4%.

Tuition Reimbursement Program

Mental health resources including an Employee Assistance Program (EAP)

Individualized learning and development programs

Company

Workers Credit Union

Workers Credit Union provides banking and financial services.

Founded in 1914

Littleton, Massachusetts, USA

201-500 employees

https://www.wcu.com/

H1B Sponsorship

Workers Credit Union has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2022 (1)