Position
Associate Advisor
req1188
Vinings (Cumberland Blvd)
Full Time

Job Description
Delta Community is one of the largest and fastest growing credit unions in Georgia. Our rapid growth has created additional career opportunities within the organization.  We are looking for energetic, flexible, and service oriented individuals for the following position.

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 in relationship management. This Advisor will service and advise members utilizing our investment advisory and financial planning programs, and will assist Financial Advisors in the process of creating, implementing, and reviewing financial plans and strategies in the best interest of the member.

Practices safety-conscious behaviors in all operational processes and procedures.

Essential Functions:
• Engage client relationships both in-person 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 on digital investing program for credit union members
• Achieve regular and consistent results that exceed  minimum standards while adhering to high standards of honesty, fairness, and integrity
• Identify members’ financial planning needs and partner with other advisors to deliver financial planning strategies
• Attend client meetings with Financial Advisors as required
• Support the Financial Advisor(s) in research and analysis to meet member needs and objectives
• Support the Financial Advisor(s) in preparing member financial plans and documents
• Prepare financial analyses for clients including, but not limited to, portfolio analysis, retirement analysis, social security analysis, education-funding analysis, stock options analysis, and risk-management needs analysis
• Update the firm’s customer relationship management (CRM) system with every client interaction
• Accepts and performs other duties as assigned

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.