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Sunmark Credit Union · 1 week ago

Financial Advisor

Latham, NY

Full-time

Onsite

Entry, Mid Level

$60K/yr - $75K/yr

2+ years exp

Sunmark Credit Union is a local credit union focused on making a difference in the community. They are seeking a Financial Advisor to provide Wealth Management Services, cultivate member relationships, and offer financial advice to meet members' needs.

AccountingFinancial ServicesInsurance

Responsibilities

Cultivate strong relationships with members by consistently using the prescribed sales process

Hold client facing meetings to offer a limited product set of annuities, insurance and mutual funds

Proactively acquire new mass market consumer and investment customers, and deepen existing relationships, through outreach and pre-planned appointments

Maintain deep knowledge and understanding of deposit, credit and investment financial solutions and services

Provide financial advice and establish accounts for insurance, investment and retirement needs

Build relationships with branch colleagues, members and partners to acquire, deepen and retain relationship, as well as to help customers succeed financially

Recognize and refer members with more complex needs to the Financial Services Representative (FSR)

Adhere to all FINRA and insurance rules and regulations, as well as to all company policies

Acquire and sustain proficiency in Microsoft Office Suite, CRM software and account opening solutions, included but not limited to ClientWorks, Annuity Order Entry (AOE) and other applicable applications

Qualification

Financial services salesLife insurance licenseSeries 6 licenseSeries 63 licenseMicrosoft Office SuiteCRM softwareCommunication skillsOrganizational skillsRelationship building