AlexandriaRecruiter Since 2001
the smart solution for Alexandria jobs

Financial Advisor

Company: CUNA Mutual
Location: Alexandria
Posted on: October 12, 2020

Job Description:

Job Purpose:

PenFed and CBSI are looking for an additional advisor to join our team in the lower DC/Alexandria, VA market. This role would work jointly with another advisor on the team, supports a large client base and it does come with administrative support.

This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business.

Job Responsibilities: Cultivate strong relationships with members by consistently using the prescribed sales process.

Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions.

Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.

Effectively deliver multiple services and expertise to clients by providing professional fee based advice, financial planning and asset management.

Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.

Meet or exceed credit union cross selling goals as established in the credit union commitment letter. Meet or exceed production goals, with an appropriate product mix. Collaborate with credit union, create and execute on an annual marketing plan.

Pursue member feedback regarding their experience including the process and the outcome.

Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

Job Requirements: Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.

3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.

Life, health and variable insurance license.

FINRA Series 7, 63 and IAR (65/66 or appropriate designation) registrations.

LUTCF, CLU, ChFC or CFP designation preferred.

Demonstrated ability to effectively build business relationships with diverse clients.

Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.

High level oral and written communication skills.

For individuals new to this role: Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.

Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

*LI-EG

CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration. SDL2017

Keywords: CUNA Mutual, Alexandria , Financial Advisor, Other , Alexandria, Virginia

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Sales Associate
Description: The Sales Associate will support the Store Management Team in the setup, merchandising, pack-up
Company: Spirit Halloween
Location: Leesburg
Posted on: 10/21/2020

Travel Nurse RN - OR - Operating Room - $2,197 per week
Description: Stability Healthcare is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Leesburg, Virginia.Job Description RequirementsSpecialty: OR - Operating RoomDiscipline: RNStart Date: (more...)
Company: NurseFly Travel Nursing
Location: Leesburg
Posted on: 10/21/2020

Registered Nurse
Description: Job DescriptionInova Loudoun is seeking a full-time, night shift, Behavioral Health Registered Nurse in our LAMPS Loudoun Adult Medical Psychiatric Services UnitThis position is 3 x 12 hour shiftsThis (more...)
Company: Inova Health System
Location: Leesburg
Posted on: 10/21/2020


Full Stack Developer (US Citizens only)
Description: Fracsys Inc is seeking a Java Developer with ReactJS, REST API, Angular JS, JQuery and PostgreSQL experience Experience with AWS components such as AWS Lambda, API Gateway and DynamoDB is required. Core (more...)
Company: Fracsys Inc
Location: Leesburg
Posted on: 10/21/2020

Registered Nurse (RN) - Psychiatry - Adult (RN #)
Description: Adventure Awaits Accountable is leading the way in Travel Nursing - Run by Nurses for Nurses, we Care for the Caregiver. See why Thousands of Nurses are making the move We offer the highest quality (more...)
Company: Accountable Healthcare Staffing
Location: Leesburg
Posted on: 10/21/2020

Drive with Lyft
Description: Earn 2,500 in Washington, DC when you give 160 rides in 30 days. Terms apply. 10 What is Lyft 10 Lyft is a platform that connects drivers with individuals and organizations that need rides. 10 In (more...)
Company: Lyft
Location: Leesburg
Posted on: 10/21/2020

Progressive Care Nurse - Travel - (PCU RN)
Description: Job Description Requirements Progressive Care Nurse - PCU RN StartDate: ASAP Available Shifts: 12 D Pay Rate: 1499.00 - 1653.00 As a valued member of this nursing team, you will care for patients (more...)
Company: American Mobile Healthcare
Location: Leesburg
Posted on: 10/21/2020

Ready-Mix Driver
Description: InstructionsIf you are a current Vulcan Materials employee, please apply with your personal email address.Job DescriptionBuild Your Career. Build America's Future.Vulcan Materials Company is the nation's (more...)
Company: Vulcan Materials Company
Location: Leesburg
Posted on: 10/21/2020

Entry-Level Jobs - Drive For Lyft, Get Paid After Every Ride
Description: Earn 2,500 in Washington, DC when you give 160 rides in 30 days. Terms apply. 10 What is Lyft 10 Lyft is a platform that connects drivers with individuals and organizations that need rides. 10 In (more...)
Company: Lyft
Location: Leesburg
Posted on: 10/21/2020

Flexible Hours - Lyft Driver
Description: Earn 2,500 in Washington, DC when you give 160 rides in 30 days. Terms apply. 10 What is Lyft 10 Lyft is a platform that connects drivers with individuals and organizations that need rides. 10 In (more...)
Company: Lyft
Location: Leesburg
Posted on: 10/21/2020

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Alexandria RSS job feeds