Wealth Advisor - Gesa Credit Union
On-site · United States
Core
Wealth Advisor delivering Non-Deposit Investment Products (NDIPs) and insurance solutions to credit union branch customers.
Role type
Wealth Advisor (Financial Advisor)
Builds
Investment and insurance solutions for retail clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, Financial planning, Insurance solutions, Regulatory compliance, Relationship building
Preferred skills
Sales results, Bank-based investment market knowledge, Product knowledge
Technologies
Microsoft Office, Broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, Provide needs-based financial solutions, Build relationships with branch staff, Meet sales goals
Seniority
Individual Contributor