VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA
Core
Establish value-added relationships with credit union members to understand financial needs and offer tailored wealth management solutions.
Role type
Financial Advisor / Investment Consultant
Builds
Wealth management solutions for credit union members
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
prospecting, relationship building, financial product sales, customer relationship management, compliance training, financial analysis
Preferred skills
CFP® certification, marketing program utilization
Technologies
Ameriprise Financial platform
Responsibilities
Generate referrals from internal associates, prospect for new external clients, sell financial products and solutions, manage customer relationships to increase wallet share, complete BSA/AML and compliance training
Seniority
Individual Contributor, entry to mid-level