Wealth Advisor - 4Front Credit Union
Core
Deliver Non-Deposit Investment Products (NDIPs) and insurance solutions to retail clients through a consultative, needs-based approach.
Role type
Wealth Advisor (Investment Sales)
Builds
Investment and insurance portfolios for assigned branch customers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, financial planning, regulatory compliance, brokerage advisory, insurance solutions
Preferred skills
Sales results in investment market, knowledge of bank-based investment space, financial planning expertise
Technologies
Microsoft Office suite, broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, deliver comprehensive financial solutions, meet sales goals, build relationships with branch staff
Seniority
Individual Contributor, entry-to-mid level
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