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Financial Advisor

Company: Dupaco Community Credit Union Inc.
Location: Cedar Falls
Posted on: March 19, 2023

Job Description:

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page:This position is responsible for working in a fiduciary capacity with clients and credit union members in developing and implementing financial plans and providing alternatives investment services.You'll be:

  • Provide quality service to members, potential members and coworkers
  • Demonstrate teamwork and professionalism in all interactions with coworkers
  • Promote a professional image of the credit union at all times
  • Interview client/members to determine client/member's assets, liabilities, cash flow, insurance coverage, tax status and financial objectives.
  • Analyze client/member's financial status, develop financial plan utilizing assets allocation software based on analysis of data obtained.
  • Counsel client/members with regard to investments, cash flow, tax implications in an atmosphere of full disclosure, competent advice and absence of sales pressure or tax advice.
  • Recognize client /member needs and cross sell Dupaco Credit Union products and services when appropriate.
  • Maintain contact with client/member to review plan based on modified needs/objectives of client or changes in investment markets (Minimum requirements: two contacts annually with every client/member plus annual review for client/members with $25,000 or more invested).
  • Prepare and submit documents to implement specific plan selected by client/member.
  • Develop and nurture effective relationship with Dupaco Credit Union staff to facilitate referrals and provide continual support and training regarding the products and services provided by Dupaco Financial Services.
  • Provide client/members an ongoing seminar program for the educational benefit of the client/members to generate referrals and prospective sales.
  • Refer client/members to vendors to obtain services outlined in the financial plan.
  • Attend financial services industry seminars and training sessions.
  • Complete all required continuing education to maintain securities and insurance licenses.
  • Perform other duties as assigned -You'll need:
    • Bachelor's Degree or equivalent experience required
    • Minimum of five years related experience, CFP designation preferred and/or equivalent combination of education and experience.
    • Hold Series 6 & 63 securities licenses, with desire to obtain Series 7 license within one year of employment.
    • Hold Life and Health Insurance Licenses.
    • Excellent communication, mathematical and problem solving skills -QualificationsBehaviorsRequiredDedicated: Devoted to a task or purpose with loyalty or integrity MotivationsRequiredGoal Completion: Inspired to perform well by the completion of tasks Financial: Inspired to perform well by monetary reimbursement Licenses & CertificationsRequiredEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Dupaco Community Credit Union Inc., Cedar Rapids , Financial Advisor, Accounting, Auditing , Cedar Falls, Iowa

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