Wealth Advisor - Gesa Credit Union
Core
Wealth Advisor delivering investment and insurance solutions to credit union members via a consultative sales process.
Role type
Wealth Advisor (Financial Advisor)
Builds
Non-Deposit Investment Products (NDIPs), brokerage accounts, and insurance policies for retail clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Investment sales, Financial planning, Insurance solutions, Regulatory compliance, Client relationship management, Needs analysis
Preferred skills
Sales results in bank-based investment market, Knowledge of investment/insurance products
Technologies
Microsoft Office, Broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, Provide comprehensive financial solutions, Meet or exceed established sales goals, Build relationships with retail branch staff, Ensure compliance with regulatory requirements
Seniority
Individual Contributor