Address
Form of workSchedule
Mon - Fri: 8 AM - 5 PM (40 Hours) COMISSION BASED.
What You’ll Do
Responsible for helping our members achieve their long-term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Review member needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs
- Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.
- Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.
- Development and sustain strong branch relationships.
- Maintain a regular presence in assigned branches.
- Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.
- Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
- Cross-sell DCU products and services as appropriate.
- Perform other job-related duties as assigned by Managers(s).
What You’ll Need
- Bachelor's Degree
- 5 to 7 years of experience in financial services
- Current FINRA Series 7 and 66 registrations
- Established track record of sales accomplishments
- Life, Accident and Health insurance licenses or the ability to obtain within 6 months of hire
What We Do
DCU is the largest credit union headquartered in New England – serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.
We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.
#LI-HYBRID #INDHI #LI-RJ1#FinancialPlanning #Investmentprofessional #CFP #Series7 #Advisor #Financialconsultant #financialadvisor #financialplanner #wealthmanagement #LPLfinancial #retirementplanning #andoverma
