Financial Advisor - EastRise Credit Union
Job title: Financial Advisor - EastRise Credit Union in Montpelier, VT at LPL Financial
Company: LPL Financial
Job description: Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.**This is not a remote role - The candidate must be local to Montepelier, VT and will be on-site at EastRise Credit Union .**Job Overview:A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.Responsibilities:Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutionsDelivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirementsDelivering a high quality customer service experience during each customer interactionBuilding strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriateMeet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.What are we looking for?We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.Requirements:High school diploma or equivalent (Bachelorās Degree Preferred)Minimum of two (2) years investment sales experience (preferably in a financial institution)Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealerPreferences:Demonstrated ability to sell products and services to investment clients; evidence of strong sales resultsBroad knowledge of characteristics and needs of clients and partners within the bank- based investment market spaceExcellent knowledge of investment/insurance products and financial planningCore Competencies:Strong self-motivation and ability to work independentlyExcellent verbal, written and interpersonal communication skillsPossess strong organization skillsExcellent customer service and business focus with a great attention to detailEffective research and analysis skills#LI-OnsitePay Range:58500 - 58500The salary range is dependent on a number of factors, including the applicantās skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Expected salary:
Location: Montpelier, VT
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Company: LPL Financial
Job description: Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.**This is not a remote role - The candidate must be local to Montepelier, VT and will be on-site at EastRise Credit Union .**Job Overview:A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.Responsibilities:Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutionsDelivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirementsDelivering a high quality customer service experience during each customer interactionBuilding strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriateMeet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.What are we looking for?We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.Requirements:High school diploma or equivalent (Bachelorās Degree Preferred)Minimum of two (2) years investment sales experience (preferably in a financial institution)Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealerPreferences:Demonstrated ability to sell products and services to investment clients; evidence of strong sales resultsBroad knowledge of characteristics and needs of clients and partners within the bank- based investment market spaceExcellent knowledge of investment/insurance products and financial planningCore Competencies:Strong self-motivation and ability to work independentlyExcellent verbal, written and interpersonal communication skillsPossess strong organization skillsExcellent customer service and business focus with a great attention to detailEffective research and analysis skills#LI-OnsitePay Range:58500 - 58500The salary range is dependent on a number of factors, including the applicantās skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Expected salary:
Location: Montpelier, VT
Apply for the job now!
Apply Now