Associate Financial Advisor - Spectra Credit Union

Cuna Mutual Group
Alexandria, VA
Spectra Credit Union and CUNA Brokerage Services Inc. (CBSI) are excited to be adding an Associate Financial Advisor (AFA) to our team. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book of business, and a base salary plus incentive plan, providing a secure environment to build your business.

The Associate Financial Advisor primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also partner with credit union employees to help credit union members meet the other two core financial needs of cash management and credit. As a member of a financial advisor team, AFAs will focus on adding new credit union members to the CUNA Brokerage Services, Inc. (CBSI) book of business and on working with existing CBSI members. Typically, they will work a segment of the team's book of business, covering a territory of the credit union such as certain branches, departments etc.

Alignment with credit union and CBSI mission & culture will also be very important for success. The AFA position is designed to allow high potential candidates to enter the brokerage/insurance/investment advice business and develop under the leadership and coaching of their lead financial advisor (LFA). This position also brings additional capacity to the advisor team to serve more credit union members across the six core financial needs. Based on performance and opportunity, there is potential for career advancement to include that of LFA.
Job Responsibilities:

* Gain full understanding of credit union members financial and personal goals and put the customer needs first while working with them to Identify, execute and follow up on opportunities to gather additional client assets.
* Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
* Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
* Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
* Achieve sales and revenue goals and meet certain professional growth and development goals.
* Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.
* Participate in execution of local marketing development plan.
* Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

* FINRA Series 6, 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred
* Life/health and variable insurance licenses
* Three years financial services sales & service experience preferred
* Strong people, sales and relationship skills
* Proven oral and written communication skills
* Self-starter eager to develop and expand knowledge
* For individuals new to this role:
* Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
* Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

#LI-CM

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$31,200.00 - $60,000.00

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Financial Advisor - Educational Systems Federal Credit Union

Cuna Mutual Group
Silver Spring, MD
Job Purpose:

This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business.

Job Responsibilities:

* Cultivate strong relationships with members by consistently using the prescribed sales process.
* Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions.
* Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.
* Effectively deliver multiple services and expertise to clients by providing professional fee based advice, financial planning and asset management.
* Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.
* Meet or exceed credit union cross selling goals as established in the credit union commitment letter. Meet or exceed production goals, with an appropriate product mix. Collaborate with credit union, create and execute on an annual marketing plan.
* Pursue member feedback regarding their experience including the process and the outcome.
* Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

Job Requirements:

* Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.
* 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.
* Life, health and variable insurance license.
* FINRA Series 7, 63 and IAR (65/66 or appropriate designation) registrations.
* LUTCF, CLU, ChFC or CFP designation preferred.
* Demonstrated ability to effectively build business relationships with diverse clients.
* Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.
* High level oral and written communication skills.
* For individuals new to this role:
* Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
* Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

* LI-EG

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Associate Financial Advisor - Signal Financial Federal Credit Union

Cuna Mutual Group
Kensington, MD
Signal Financial Federal Credit Union and CUNA Brokerage Services Inc. (CBSI) are excited to be adding an Associate Financial Advisor (AFA) to our team. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book of business, and a base salary plus incentive plan, providing a secure environment to build your business.

The Associate Financial Advisor primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also partner with credit union employees to help credit union members meet the other two core financial needs of cash management and credit. As a member of a financial advisor team, AFAs will focus on adding new credit union members to the CUNA Brokerage Services, Inc. (CBSI) book of business and on working with existing CBSI members. Typically, they will work a segment of the team's book of business, covering a territory of the credit union such as certain branches, departments etc.

Alignment with credit union and CBSI mission & culture will also be very important for success. The AFA position is designed to allow high potential candidates to enter the brokerage/insurance/investment advice business and develop under the leadership and coaching of their lead financial advisor (LFA). This position also brings additional capacity to the advisor team to serve more credit union members across the six core financial needs. Based on performance and opportunity, there is potential for career advancement to include that of LFA.

Signal Financial FCU requires all employees and contractors to be fully vaccinated in order to work at or enter any of our Signal locations. Signal and CUNA Mutual Group will comply with the Americans with Disabilities Act (ADA), Title VII of the Civil Rights Act of 1964 and other workplace laws, according to the EEOC as it relates to this vaccination mandate.
Job Responsibilities:

* Gain full understanding of credit union members financial and personal goals and put the customer needs first while working with them to Identify, execute and follow up on opportunities to gather additional client assets.
* Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
* Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
* Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
* Achieve sales and revenue goals and meet certain professional growth and development goals.
* Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.
* Participate in execution of local marketing development plan.
* Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

* FINRA Series 6, 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred
* Life/health and variable insurance licenses
* Three years financial services sales & service experience preferred
* Strong people, sales and relationship skills
* Proven oral and written communication skills
* Self-starter eager to develop and expand knowledge
* For individuals new to this role:Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
* Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met.

#LI-EG

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$31,200.00 - $60,000.00

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Be the first to see new jobs

Associate Financial Advisor - Signal Financial Federal Credit Union

Cuna Mutual Group
Silver Spring, MD
Signal Financial Federal Credit Union and CUNA Brokerage Services Inc. (CBSI) are excited to be adding an Associate Financial Advisor (AFA) to our team. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book of business, and a base salary plus incentive plan, providing a secure environment to build your business.

The Associate Financial Advisor primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also partner with credit union employees to help credit union members meet the other two core financial needs of cash management and credit. As a member of a financial advisor team, AFAs will focus on adding new credit union members to the CUNA Brokerage Services, Inc. (CBSI) book of business and on working with existing CBSI members. Typically, they will work a segment of the team's book of business, covering a territory of the credit union such as certain branches, departments etc.

Alignment with credit union and CBSI mission & culture will also be very important for success. The AFA position is designed to allow high potential candidates to enter the brokerage/insurance/investment advice business and develop under the leadership and coaching of their lead financial advisor (LFA). This position also brings additional capacity to the advisor team to serve more credit union members across the six core financial needs. Based on performance and opportunity, there is potential for career advancement to include that of LFA.

Signal Financial FCU requires all employees and contractors to be fully vaccinated in order to work at or enter any of our Signal locations. Signal and CUNA Mutual Group will comply with the Americans with Disabilities Act (ADA), Title VII of the Civil Rights Act of 1964 and other workplace laws, according to the EEOC as it relates to this vaccination mandate.
Job Responsibilities:

* Gain full understanding of credit union members financial and personal goals and put the customer needs first while working with them to Identify, execute and follow up on opportunities to gather additional client assets.
* Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
* Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
* Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
* Achieve sales and revenue goals and meet certain professional growth and development goals.
* Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.
* Participate in execution of local marketing development plan.
* Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

* FINRA Series 6, 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred
* Life/health and variable insurance licenses
* Three years financial services sales & service experience preferred
* Strong people, sales and relationship skills
* Proven oral and written communication skills
* Self-starter eager to develop and expand knowledge
* For individuals new to this role:Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
* Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met.

#LI-EG

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$31,200.00 - $60,000.00

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Associate Financial Advisor - Signal Financial Federal Credit Union

Cuna Mutual Group
Bethesda, MD
Signal Financial Federal Credit Union and CUNA Brokerage Services Inc. (CBSI) are excited to be adding an Associate Financial Advisor (AFA) to our team. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book of business, and a base salary plus incentive plan, providing a secure environment to build your business.

The Associate Financial Advisor primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also partner with credit union employees to help credit union members meet the other two core financial needs of cash management and credit. As a member of a financial advisor team, AFAs will focus on adding new credit union members to the CUNA Brokerage Services, Inc. (CBSI) book of business and on working with existing CBSI members. Typically, they will work a segment of the team's book of business, covering a territory of the credit union such as certain branches, departments etc.

Alignment with credit union and CBSI mission & culture will also be very important for success. The AFA position is designed to allow high potential candidates to enter the brokerage/insurance/investment advice business and develop under the leadership and coaching of their lead financial advisor (LFA). This position also brings additional capacity to the advisor team to serve more credit union members across the six core financial needs. Based on performance and opportunity, there is potential for career advancement to include that of LFA.

Signal Financial FCU requires all employees and contractors to be fully vaccinated in order to work at or enter any of our Signal locations. Signal and CUNA Mutual Group will comply with the Americans with Disabilities Act (ADA), Title VII of the Civil Rights Act of 1964 and other workplace laws, according to the EEOC as it relates to this vaccination mandate.
Job Responsibilities:

* Gain full understanding of credit union members financial and personal goals and put the customer needs first while working with them to Identify, execute and follow up on opportunities to gather additional client assets.
* Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
* Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
* Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
* Achieve sales and revenue goals and meet certain professional growth and development goals.
* Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.
* Participate in execution of local marketing development plan.
* Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

* FINRA Series 6, 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred
* Life/health and variable insurance licenses
* Three years financial services sales & service experience preferred
* Strong people, sales and relationship skills
* Proven oral and written communication skills
* Self-starter eager to develop and expand knowledge
* For individuals new to this role:Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
* Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met.

#LI-EG

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$31,200.00 - $60,000.00

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Financial Advisor - Educational Systems Federal Credit Union

Cuna Mutual Group
Bethesda, MD
Job Purpose:

This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business.

Job Responsibilities:

* Cultivate strong relationships with members by consistently using the prescribed sales process.
* Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions.
* Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.
* Effectively deliver multiple services and expertise to clients by providing professional fee based advice, financial planning and asset management.
* Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.
* Meet or exceed credit union cross selling goals as established in the credit union commitment letter. Meet or exceed production goals, with an appropriate product mix. Collaborate with credit union, create and execute on an annual marketing plan.
* Pursue member feedback regarding their experience including the process and the outcome.
* Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

Job Requirements:

* Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.
* 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.
* Life, health and variable insurance license.
* FINRA Series 7, 63 and IAR (65/66 or appropriate designation) registrations.
* LUTCF, CLU, ChFC or CFP designation preferred.
* Demonstrated ability to effectively build business relationships with diverse clients.
* Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.
* High level oral and written communication skills.
* For individuals new to this role:
* Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
* Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

* LI-EG

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Financial Advisor - Spectra Credit Union

Cuna Mutual Group
Alexandria, VA
Job Purpose:

This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business.

Job Responsibilities:

* Cultivate strong relationships with members by consistently using the prescribed sales process.
* Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions.
* Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.
* Effectively deliver multiple services and expertise to clients by providing professional fee based advice, financial planning and asset management.
* Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.
* Meet or exceed credit union cross selling goals as established in the credit union commitment letter. Meet or exceed production goals, with an appropriate product mix. Collaborate with credit union, create and execute on an annual marketing plan.
* Pursue member feedback regarding their experience including the process and the outcome.
* Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

Job Requirements:

* Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.
* 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.
* Life, health and variable insurance license.
* FINRA Securities Industry Essentials Examination, Series 7, 63 and IAR (65/66 or appropriate designation) registrations.
* LUTCF, CLU, ChFC or CFP designation preferred.
* Demonstrated ability to effectively build business relationships with diverse clients.
* Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.
* High level oral and written communication skills.
* For individuals new to this role:
* Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
* Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

* LI-EG

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Financial Advisor - NIH Federal Credit Union

Cuna Mutual
Rockville, MD
Job Purpose:

This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business.

Job Responsibilities:

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

+ Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions.

+ Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.

+ Effectively deliver multiple services and expertise to clients by providing professional fee based advice, financial planning and asset management.

+ Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.

+ Meet or exceed credit union cross selling goals as established in the credit union commitment letter. Meet or exceed production goals, with an appropriate product mix. Collaborate with credit union, create and execute on an annual marketing plan.

+ Pursue member feedback regarding their experience including the process and the outcome.

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

Job Requirements:

+ Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.

+ 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.

+ Life, health and variable insurance license.

+ FINRA Securities Industry Essentials Examination, Series 7, 63 and IAR (65/66 or appropriate designation) registrations.

+ LUTCF, CLU, ChFC or CFP designation preferred.

+ Demonstrated ability to effectively build business relationships with diverse clients.

+ Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.

+ High level oral and written communication skills.

+ For individuals new to this role:

+ Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.

+ Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

*LI-EG

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$31,200.00 - $60,000.00

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

We're a leading insurance, financial services and technology company focused on helping people achieve financial security through all life stages. We offer consumer and commercial insurance, retirement and investment solutions; and business solutions including data and analytics, lending capabilities and marketing services.

Discover for yourself the difference we can make for you.

Associate Financial Advisor - Signal Financial Federal Credit Union

Cuna Mutual
Kensington, MD
Signal Financial Federal Credit Union and CUNA Brokerage Services Inc. (CBSI) are excited to be adding an Associate Financial Advisor (AFA) to our team. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book of business, and a base salary plus incentive plan, providing a secure environment to build your business.

The Associate Financial Advisor primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also partner with credit union employees to help credit union members meet the other two core financial needs of cash management and credit. As a member of a financial advisor team, AFAs will focus on adding new credit union members to the CUNA Brokerage Services, Inc. (CBSI) book of business and on working with existing CBSI members. Typically, they will work a segment of the team's book of business, covering a territory of the credit union such as certain branches, departments etc.

Alignment with credit union and CBSI mission & culture will also be very important for success. The AFA position is designed to allow high potential candidates to enter the brokerage/insurance/investment advice business and develop under the leadership and coaching of their lead financial advisor (LFA). This position also brings additional capacity to the advisor team to serve more credit union members across the six core financial needs. Based on performance and opportunity, there is potential for career advancement to include that of LFA.

Signal Financial FCU requires all employees and contractors to be fully vaccinated in order to work at or enter any of our Signal locations. Signal and CUNA Mutual Group will comply with the Americans with Disabilities Act (ADA), Title VII of the Civil Rights Act of 1964 and other workplace laws, according to the EEOC as it relates to this vaccination mandate.
Job Responsibilities:

+ Gain full understanding of credit union members financial and personal goals and put the customer needs first while working with them to Identify, execute and follow up on opportunities to gather additional client assets.

+ Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.

+ Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.

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

+ Achieve sales and revenue goals and meet certain professional growth and development goals.

+ Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.

+ Participate in execution of local marketing development plan.

+ Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

+ FINRA Series 6, 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred

+ Life/health and variable insurance licenses

+ Three years financial services sales & service experience preferred

+ Strong people, sales and relationship skills

+ Proven oral and written communication skills

+ Self-starter eager to develop and expand knowledge

+ For individuals new to this role:Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.

+ Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met.

#LI-EG

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$31,200.00 - $60,000.00

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

We're a leading insurance, financial services and technology company focused on helping people achieve financial security through all life stages. We offer consumer and commercial insurance, retirement and investment solutions; and business solutions including data and analytics, lending capabilities and marketing services.

Discover for yourself the difference we can make for you.

Financial Advisor - Andrews's Federal Credit Union

Cuna Mutual Group
Suitland, MD
Job Purpose:

This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business.

Job Responsibilities:

* Cultivate strong relationships with members by consistently using the prescribed sales process.
* Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions.
* Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.
* Effectively deliver multiple services and expertise to clients by providing professional fee based advice, financial planning and asset management.
* Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.
* Meet or exceed credit union cross selling goals as established in the credit union commitment letter. Meet or exceed production goals, with an appropriate product mix. Collaborate with credit union, create and execute on an annual marketing plan.
* Pursue member feedback regarding their experience including the process and the outcome.
* Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

Job Requirements:

* Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.
* 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.
* Life, health and variable insurance license.
* FINRA Securities Industry Essentials Examination, Series 7, 63 and IAR (65/66 or appropriate designation) registrations.
* LUTCF, CLU, ChFC or CFP designation preferred.
* Demonstrated ability to effectively build business relationships with diverse clients.
* Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.
* High level oral and written communication skills.
* For individuals new to this role:
* Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
* Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

* LI-EG

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$31,200.00 - $60,000.00

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Financial Advisor - Educational Systems Federal Credit Union

Cuna Mutual Group
Greenbelt, MD

Financial Advisor - Educational Systems Federal Credit Union

Cuna Mutual Group
Suitland, MD

Financial Advisor - Spectra Credit Union

Cuna Mutual
Alexandria, VA

Financial Advisor - Andrews's Federal Credit Union

Cuna Mutual
Suitland, MD

Financial Advisor - Educational Systems Federal Credit Union

Cuna Mutual
Greenbelt, MD

Front-End Software Engineer - AdvantEdge Digital Solutions (Remote)

Cuna Mutual
Remote or Portland, OR

Jobs From Similar Companies

Jobs from similar companies you might want to view.