Wealth Advisor - 4Front Credit Union
Core
Wealth Advisor delivering Non-Deposit Investment Products (NDIPs) and insurance solutions to branch customers and prospective clients.
Role type
Wealth Advisor (Financial Services)
Builds
Investment and insurance solutions for retail clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Investment sales, Financial planning, Insurance solutions, Brokerage solutions, Regulatory compliance, Client relationship management
Preferred skills
Sales results in investment clients, Bank-based investment market knowledge, Investment/insurance product knowledge
Technologies
Microsoft Office, Broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, Provide comprehensive needs-based financial solutions, Build relationships with retail branch staff, Meet or exceed established sales goals
Seniority
Individual Contributor