MobileALRecruiter Since 2001
the smart solution for Mobile jobs

Financial Advisor

Company: CUNA Mutual
Location: Mobile
Posted on: November 14, 2020

Job Description:

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.

Keywords: CUNA Mutual, Mobile , Financial Advisor, Other , Mobile, Alabama

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Software Engineer (Mobile,AL)
Description: Are you interested in bringing your talents to the forefront of innovation and excellence Please join us for our Career Talks session to learn
Company: National Security Agency
Location: Mobile
Posted on: 11/26/2020

Driver Contractors With or Without Own Tow Vehicle Local Regional OTR and Next Day Pay
Description: Driver Contractors With or W/O Own Tow Vehicle Great Pay - Next Day Local, Regional amp OTR Class A or B Be your own boss Company Profile: TruckMovers drivers are independent contractors (more...)
Company: TruckMovers
Location: Mobile
Posted on: 11/26/2020

Shipt: Supplement Your Warehouse Income - Grocery Shopper
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: Gulfport
Posted on: 11/26/2020


Industrial Control System Specialist (Mobile,AL)
Description: Are you interested in bringing your talents to the forefront of innovation and excellence Please join us for our Career Talks
Company: National Security Agency
Location: Mobile
Posted on: 11/26/2020

Part-Time Nabisco Retail Merchandiser/Stocker
Description: Job DescriptionAre You Ready to Make It Happen at Mondelez International Join our Mission to Lead the Future of Snacking. Make It With Pride.You will optimize sales with our customers through the instore (more...)
Company: Mondelez International
Location: Mobile
Posted on: 11/26/2020

Class A CDL - Dedicated truck driver - Georgia Pacific
Description: Haul 100 no-touch freight amp mdash 70-80 drop-and-hook amp mdash and get home weekly as a truck driver on this Dedicated account with Georgia Pacific, one of the world's leading manufacturers (more...)
Company: Schneider
Location: Mobile
Posted on: 11/26/2020

Cryptologic Operations Watch Officer (Mobile,AL)
Description: Are you interested in bringing your talents to the forefront of innovation and excellence Please join us for our Career Talks session to learn
Company: National Security Agency
Location: Mobile
Posted on: 11/26/2020

Mortgage Loan Closing Specialist
Description: Signing Agent Jobs https://signingagentjobs.com is seeking for someone to work a a Mortgage Loan Closing Specialist to work virtually in the U.S. SUMMARY: This role is primarily focused on the maintenance (more...)
Company: Certified Mobile Notary Service
Location: Mobile
Posted on: 11/26/2020

Production Supervisor
Description: The Judge Group is currently seeking a Night Shift Supervisor for their client 39 s facility near Birmingham, Alabama Responsibilities:-
Company: The Judge Group
Location: Mobile
Posted on: 11/26/2020

Foreign Affairs Officer (Mobile,AL)
Description: Are you interested in bringing your talents to the forefront of innovation and excellence Please join us for our Career Talks session to learn
Company: National Security Agency
Location: Mobile
Posted on: 11/26/2020

Log In or Create An Account

Get the latest Alabama jobs by following @recnetAL on Twitter!

Mobile RSS job feeds