Wealth Advisor - Suffolk Federal Credit Union
$58,500–$70,000 year
On-site · Medford, New York, United States
Job Summary
Join Suffolk Federal Credit Union as a Wealth Advisor with LPL Financial, focusing on delivering Non-Deposit Investment Products and establishing strong relationships internally and with clients. Responsibilities include soliciting investment and insurance solutions, ensuring compliance with regulations, and meeting sales goals. Candidates should have strong sales experience in a financial institution, preferably hold relevant licenses, and be proficient in Microsoft Office. A high school diploma is required, with a Bachelor's degree preferred.
Required Qualifications
- High school diploma or equivalent
- Minimum of two (2) years investment sales experience
- Maintains Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (if required by the state of hire)
- Computer literate with proficiency in Microsoft Office product suite
Desired Qualifications
- Demonstrated ability to sell products and services to investment clients
- Evidence of strong sales results
- Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space
- Excellent knowledge of investment/insurance products and financial planning
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