Wealth Advisor - Sikorsky Credit Union
Core
Wealth Advisor providing advice-based financial solutions, including Non-Deposit Investment Products (NDIPs), brokerage, and insurance to retail clients at a credit union branch.
Role type
Wealth Advisor (Financial Advisor)
Builds
Client financial plans and investment portfolios for retail customers of Sikorsky Credit Union
Domain
Financial Services / Wealth Management / Banking
Deliverable
client delivery
Required skills
investment sales, financial planning, needs-based analysis, regulatory compliance, relationship building, cross-selling
Preferred skills
bank-based investment market knowledge, strong sales results
Technologies
Microsoft Office, broker-dealer specific applications
Responsibilities
solicit new and existing investments/insurance, deliver comprehensive financial solutions, maintain FINRA/state licenses, meet sales goals, collaborate with branch staff for referrals
Seniority
Entry to Mid-level, hands-on IC