Associate Advisor

Employer
Delta Community Credit Union
Location
Marietta, Georgia
Salary
Commensurate with Experience
Closing date
Aug 23, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
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Job Details

The Associate Advisor is a practicing professional who acts both as an advocate of members’ financial wellness and as a support to the Financial Advisor Team through relationship management. This Advisor will service and advise members utilizing financial planning for a fee and asset management strategies. As a reflection of the responsibility, this position has to maintain a strong member- and team-focus, the compensation package for this Advisor will be predominantly fixed with a variable component derived from achievement of corporate objectives. Practices safety-conscious behaviors in all operational processes and procedures.

Essential Functions:

• Engage client relationships both in-person, through WebEx and over-the-phone.

• Communicate foundational financial planning principles as well as investment strategy recommendations to members.

• Identify and address client financial needs.

• Monitor and review clients’ accounts regularly to determine whether life events, economic changes, or financial performance indicate a need for reassessment.

• Perform in a team environment in which responsibilities for servicing client accounts and planning for clients’ needs are shared.

• Deliver a world-class customer service experience.

• Analyze data obtained to determine strategies for meeting clients’ financial objectives.

• Complete all continuing education, firm element, and compliance requirements in a timely manner.

• Serve as technological expert for credit union members.

• Achieve regular and consistent results that exceed minimum standards while adhering to the Credit Union’s high standards of honesty, fairness, and integrity.

• Identify members’ financial planning needs and partner with other advisors to deliver financial planning strategies.  

Other

• This description reflects management’s assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.

• This job description is subject to change at any time.  

Required Minimum Qualifications:

• Bachelor’s Degree in Business, Finance or a related field.

• 3 + years’ experience in the financial services industry with direct client contact. • Clean U-4/U-5.

• FINRA Series 7 and Series 66. 

• Life/Health Insurance and Variable Products License and Long-Term Care certification.

• CFP® designation. 

The ideal candidate possesses the following: 

  • Exceptional attention to detail and accuracy in all work produced. 
  •  Excellent inter-personal, verbal and written communication skills.
  • Ability to work cooperatively in a team as well as independently.
  • Ability to identify, research and resolve problems in a timely manner.
  • Ability to prioritize, manage and complete requests from multiple sources.
  • Strong organizational and time management skills.
  • Familiarity with financial statements.
  • Strong analytical skills.
  • Strong computer skills – proficient in MS Office and Morningstar.
  • Compiling/analyzing operational and financial information/projections.
  • Able to work under pressure in a fast paced environment.
  • Applies knowledge of credit union systems, policies, and procedures.
  • Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations

Preferred Qualifications:

• Master’s degree in Finance, Economics, Business or related field.

• AIF® designation (required within one-year of on-boarding).

Company

Delta Community Credit Union is a cooperative, owned and operated by its members. This is what distinguishes the Credit Union from other financial institutions. Members put their money in a variety of savings accounts, and that money, in turn, is lent to members. After operating expenses and reserve requirements are met, loan income is returned to all members in the form of dividends and comprehensive financial services. We're governed by a Board of Directors that establishes and reviews policy. The Directors are credit union members who are elected by members and serve without pay. Every member has one vote, regardless of how much money he or she has on deposit. Delta Community CU is a financial institution with over $3.5 billion in assets. Our mission is to provide quality and fairly-priced financial services to our members. We're a state-chartered credit union, organized under the Georgia Department of Banking and Finance and federally-insured by the National Credit Union Share Insurance Fund. The insurance fund is managed by the National Credit Union Administration. Delta Community CU believes strongly in the credit union philosophy of "people helping people". Delta Community participates in national and local fundraisers. We're sponsors of Children's Miracle Network through Credit Unions for Kids as well as the American Cancer Society's Relay for Life in the communities we serve. Credit Union staff members volunteer their time to ensure the success of these fundraisers. Delta Community Credit Union is an active sponsor of several Chambers of Commerce. Through these relationships with local businesses, we're able to promote community growth and involvement. We're also proactive in reaching young savers through our Partners in Education program. This is a partnership between our community branches and nearby schools that provides opportunities to share our time, ideas and experience. Our Purpose: Enabling Well-Lived Financial Lives Delta Community Credit Union exists to help families reach a level of financial awareness and stability that affords them the peace of mind and time to enjoy a richer life. We enable our members to enhance their financial lives by providing simple, relevant products and services at a consistently honest value. Our commitment to continuous financial strength allows us to return earnings back to our members and their communities in tangible ways.
Find Us
Telephone
404-677-8648
Location
PO Box 20541
Atlanta
GA
30320
US

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