BiloxiRecruiter Since 2001
the smart solution for Biloxi jobs

Financial Advisor

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

Job Description:

Job Purpose:

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 Securities Industry Essentials Examination, 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, Biloxi , Financial Advisor, Other , Biloxi, Mississippi

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Remote Experienced Tax Preparer Seasonal
Description: Overview 10 10 If youre a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. Youll advance (more...)
Company: Intuit
Location: Hattiesburg
Posted on: 10/21/2020

CDL Flatbed Owner Operator - Earn More! Choose Your Home Time!
Description: Solo opportunities now available The Independence and Support You Need To Grow Your Business As a CDL-A owner operator, you need stable freight to fulfill the promise you made to yourself to succeed. (more...)
Company: CRST Asset Light Flatbed
Location: Hattiesburg
Posted on: 10/21/2020

Program Specialist MYPAC - Hattiesburg, MS
Description: The MYPAC Program Specialist serves as a regional administrative support for the MYPAC Program. The MYPAC Program Specialist coordinates intake, referrals, initial screens, pre-certification, and admissions (more...)
Company: Canopy Children's Solutions
Location: Hattiesburg
Posted on: 10/21/2020


Chat with the Ingredion Innovation Team and Recruiters
Description: Why You Need To Learn About Ingredion: During this Virtual Info Session, youll connect with various members of our Ingredion Innovation teams to talk about opportunities
Company: Ingredion
Location: Hattiesburg
Posted on: 10/21/2020

HATTIESBURG, MS - (A Premier City in The Gulf South) - Pediatric Oppor
Description: HATTIESBURG, MS - A Premier City in The Gulf South - Pediatric Opportunity br br Contact Us for Additional Information br br Hattiesburg, MS is seeking a BE /
Company: Permanent Placement Resources, LLC
Location: Hattiesburg
Posted on: 10/21/2020

CDL-A Company Solo and Team OTR & Regional Truck Drivers - Excellent Pay!
Description: CDL-A Company Solo and Team OTR Regional Truck Drivers - Excellent Pay If you're looking for a company with a competitive pay package, monthly bonus, paid holidays and much more, consider
Company: Guaranteed Transport Services
Location: Hattiesburg
Posted on: 10/21/2020

Virtual Training Integrator and Facilitator with Security Clearance
Description: Job Number: R0091675 Virtual Training Integrator and FacilitatorKey Role: Serve as a virtual, constructive, and gaming training integrator and operator supporting the Army National Guard Asymmetric Threat (more...)
Company: Booz Allen Hamilton
Location: Hattiesburg
Posted on: 10/21/2020

CDL-A Truck Drivers- 80% SEATED IN 3 DAYS!
Description: Top-Paying CDL Job Opportunities With A National Trucking Company: 10 -Travel the country with OTR 10 -Stay closer to home with Regional 10
Company: U.S. Xpress
Location: Hattiesburg
Posted on: 10/21/2020

Experienced Tax Preparer
Description: Overview 10 10 If youre a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. Youll advance (more...)
Company: Intuit
Location: Hattiesburg
Posted on: 10/21/2020

Permanent Neurology Physician in Hattiesburg, Mississippi
Description: Neurology physician job in Mississippi : Hattiesburg MS - Employed Neurology - Visa Sponsorship Enterprise Medical Recruiting is assisting a large health system to recruit
Company: Enterprise Medical Recruiting
Location: Hattiesburg
Posted on: 10/21/2020

Log In or Create An Account

Get the latest Mississippi jobs by following @recnetMS on Twitter!

Biloxi RSS job feeds