Financial Advisor
Posted on Oct 2, 2024 by STCU
Spokane, WA
Finance
Immediate Start
Annual Salary
Full-Time
Job Description
STCU is seeking a Financial Advisor to provide retirement and investment services in the Spokane, Washington area and is based at our Moran Prairie Branch on Spokane's beautiful South Hill. This position is responsible to help employees, members, and new clients by assessing their financial goals, needs, and objectives while providing them with exceptional personalized service and investment products. In this position, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals.
You'll be an employee of STCU and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC). Securities industry licenses are held by CFS and MTC.
Core Job Requirements/Outcomes
Develop and maintain long-term relationships based on trust and respect for clients, employees, and members by meeting regularly with clients, conducting branch trainings/coaching, maintaining consistent office hours at designated branches and maintaining branch and partner line relationships.
Identify and evaluate member and employee needs for financial services by assessing the objectives and goals of the individual and developing an investment strategy to for each individual reviewed and evaluated on a regular basis.
Follow through on the goals and expectations set forth by the Program Manager by consistently achieving the production, sales and service goals.
Other Essential Functions
Represent STCU and CUSO Financial Services (CFS), L.P. appropriately at all times according to NCUA guidelines in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
When you join STCU as a Financial Advisor, you enjoy numerous benefits:
Warm leads: Partner with retail team members and enjoy warm leads, referrals, and already-established credibility.
Large opportunity: Easily tap into the credit union’s member base to find new clients.
No proprietary products: Recommend and sell whatever products best meet your clients’ needs.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there.
STCU is seeking a Financial Advisor to provide retirement and investment services in the Spokane, Washington area and is based at our Moran Prairie Branch on Spokane's beautiful South Hill. This position is responsible to help employees, members, and new clients by assessing their financial goals, needs, and objectives while providing them with exceptional personalized service and investment products. In this position, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals.
You'll be an employee of STCU and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC). Securities industry licenses are held by CFS and MTC.
Core Job Requirements/Outcomes
Develop and maintain long-term relationships based on trust and respect for clients, employees, and members by meeting regularly with clients, conducting branch trainings/coaching, maintaining consistent office hours at designated branches and maintaining branch and partner line relationships.
Identify and evaluate member and employee needs for financial services by assessing the objectives and goals of the individual and developing an investment strategy to for each individual reviewed and evaluated on a regular basis.
Follow through on the goals and expectations set forth by the Program Manager by consistently achieving the production, sales and service goals.
Other Essential Functions
Represent STCU and CUSO Financial Services (CFS), L.P. appropriately at all times according to NCUA guidelines in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
When you join STCU as a Financial Advisor, you enjoy numerous benefits:
Warm leads: Partner with retail team members and enjoy warm leads, referrals, and already-established credibility.
Large opportunity: Easily tap into the credit union’s member base to find new clients.
No proprietary products: Recommend and sell whatever products best meet your clients’ needs.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there.
Reference: 203064545
https://jobs.careeraddict.com/post/95713754
Financial Advisor
Posted on Oct 2, 2024 by STCU
Spokane, WA
Finance
Immediate Start
Annual Salary
Full-Time
Job Description
STCU is seeking a Financial Advisor to provide retirement and investment services in the Spokane, Washington area and is based at our Moran Prairie Branch on Spokane's beautiful South Hill. This position is responsible to help employees, members, and new clients by assessing their financial goals, needs, and objectives while providing them with exceptional personalized service and investment products. In this position, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals.
You'll be an employee of STCU and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC). Securities industry licenses are held by CFS and MTC.
Core Job Requirements/Outcomes
Develop and maintain long-term relationships based on trust and respect for clients, employees, and members by meeting regularly with clients, conducting branch trainings/coaching, maintaining consistent office hours at designated branches and maintaining branch and partner line relationships.
Identify and evaluate member and employee needs for financial services by assessing the objectives and goals of the individual and developing an investment strategy to for each individual reviewed and evaluated on a regular basis.
Follow through on the goals and expectations set forth by the Program Manager by consistently achieving the production, sales and service goals.
Other Essential Functions
Represent STCU and CUSO Financial Services (CFS), L.P. appropriately at all times according to NCUA guidelines in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
When you join STCU as a Financial Advisor, you enjoy numerous benefits:
Warm leads: Partner with retail team members and enjoy warm leads, referrals, and already-established credibility.
Large opportunity: Easily tap into the credit union’s member base to find new clients.
No proprietary products: Recommend and sell whatever products best meet your clients’ needs.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there.
STCU is seeking a Financial Advisor to provide retirement and investment services in the Spokane, Washington area and is based at our Moran Prairie Branch on Spokane's beautiful South Hill. This position is responsible to help employees, members, and new clients by assessing their financial goals, needs, and objectives while providing them with exceptional personalized service and investment products. In this position, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals.
You'll be an employee of STCU and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC). Securities industry licenses are held by CFS and MTC.
Core Job Requirements/Outcomes
Develop and maintain long-term relationships based on trust and respect for clients, employees, and members by meeting regularly with clients, conducting branch trainings/coaching, maintaining consistent office hours at designated branches and maintaining branch and partner line relationships.
Identify and evaluate member and employee needs for financial services by assessing the objectives and goals of the individual and developing an investment strategy to for each individual reviewed and evaluated on a regular basis.
Follow through on the goals and expectations set forth by the Program Manager by consistently achieving the production, sales and service goals.
Other Essential Functions
Represent STCU and CUSO Financial Services (CFS), L.P. appropriately at all times according to NCUA guidelines in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
When you join STCU as a Financial Advisor, you enjoy numerous benefits:
Warm leads: Partner with retail team members and enjoy warm leads, referrals, and already-established credibility.
Large opportunity: Easily tap into the credit union’s member base to find new clients.
No proprietary products: Recommend and sell whatever products best meet your clients’ needs.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there.
Reference: 203064545
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