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Kinecta Federal Credit Union · 16 hours ago

Financial Advisor - Goleta, CA

Thousand Oaks, CA

Full-time

Onsite

Mid Level

$70K/yr - $70K/yr

3+ years exp

Kinecta Federal Credit Union is seeking a Financial Advisor to meet and consult with members regarding their financial planning needs. The role involves assessing members' financial information, developing financial goals, and creating plans to assist members in achieving those goals, while also advising on various financial products.

Financial Services

Comp. & Benefits

Responsibilities

Meets with members, clients, and prospects. Collects and analyzes information regarding members’ income, assets, investments, and debts

Determines financial goals with members. Ascertains which financial products best meet the members’ needs and financial circumstances to help achieve those goals. After careful consideration, advises members regarding the advantages and disadvantages of different financial products, including insurance and investment products

Through the approved product list of our broker dealer, offer non-deposit investment accounts to members of the Credit Union

Promotes, supports, and develops a member experience that corresponds with the Organization’s objectives

Works with Front Line (branches, Contact Center) and other lines of business to increase member penetration for Kinecta Wealth Management. Work with Branch Partners to help them achieve their goals. Responsible for profitability in assigned branches, driving sales through member referrals

Build strong branch relationships and strong branch manager partnership

Deepen client relationships via prescribed client segmentation

Develop reports on various analyses on investment products; retirement needs analysis, current situation analysis, and asset accumulation analysis

May work in partnership with Financial Advisor Associate

Qualification

FINRA Series 7FINRA Series 66State LifeHealth Insurance LicenseFinancial PlanningInvestment KnowledgeCustomer ServiceAnalytical SkillsCommunication Skills

Required

Candidate must have an active series and licensed in the following area for qualification: FINRA Series, requires full licensing (CA or NY) Insurance plus Series #7 and #66 or #65 & #63

State Life and Health insurance license

Three years related experience in financial sales position

Knowledge of investments, mutual funds, stocks, and all associated products

Knowledge of rules and regulations governing the sale of non-deposit investment products within the Credit Union

Must have excellent communication and customer service to effectively interact with all members and different levels of management

Must have strong analytical skills

Ability to establish priorities and meet tight deadlines to process applications in a timely manner and follow-up on members' needs

Ability to keep up with up-to-date information pertaining to investment account types, products, and services

Ability to make good decision and judgment to ensure the highest level of standards and guidelines of Kinecta Wealth Management are maintained

Ability to read and comprehend agency, department and vendor policies and procedures, standards, and guidelines

Preferred

Bachelor's degree in finance, Business, Economics, or related field preferred

Experience offering securities products (non-deposit investment products) in a financial institution

Membership in financial planning

Company

Kinecta Federal Credit Union

Headquartered in Manhattan Beach, California, Kinecta Federal Credit Union is one of the country's largest credit unions, with assets of $6.8 billion and more than 270,000 members from coast to coast.

Founded in 1940

Alexandria, Virginia, USA

501-1000 employees