Wealth Advisor - Suffolk Federal Credit Union
$58,500–$70,000 year
On-site · Medford, New York, United States or Islandia, New York, United States
Medford, New York, United States or Islandia, New York, United StatesOn-siteFull Time$58,500–$70,000 yearMid LevelHigh School Or EquivalentEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Job Summary
Join Suffolk Federal Credit Union as a Wealth Advisor, providing tailored investment solutions and establishing strong partnerships with retail branches. This role requires a high school diploma, 2 years of investment sales experience, and various financial licenses while offering competitive salaries and incentive compensation.
Required Qualifications
- High school diploma or equivalent
- Minimum of two (2) years investment sales experience (preferably in a financial institution)
- Must maintain 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. If required by state of hire and not active, must acquire within the first six months of hire)
Desired Qualifications
- Bachelor’s Degree Preferred
- 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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