Wealth Advisor - Nuvision Federal Credit Union
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 portfolios for retail clients
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investment sales, Financial planning, Insurance solutions, Regulatory compliance, Client relationship management, Needs analysis
Preferred skills
Sales results in investment market, Bank-based investment market knowledge, Investment/insurance product expertise
Technologies
Microsoft Office, Broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, Provide comprehensive financial solutions, Meet or exceed sales goals, Build relationships with retail branch staff, Ensure regulatory compliance
Seniority
Individual Contributor