Federal government serp_jobs.h1.location_city

serp_jobs.job_alerts.create_a_job

Federal government • meridian id

serp_jobs.last_updated.last_updated_variable_days

Financial Advisor

First Technology Federal Credit UnionEagle, ID, US

serp_jobs.job_card.full_time

Teller - Meridian

Pioneer Federal Credit UnionMeridian, ID, United States

serp_jobs.job_card.full_time

Meridian Branch - MERIDIAN, ID.Pioneer FCU offers a complete benefits package to all team members that includes, but not limited to : . An excellent compensation package starting at.Bilingual Pay wage...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days

serp_jobs.job_card.promoted

Financial Advisor

First Tech Federal Credit UnionEagle, ID, United States

serp_jobs.job_card.full_time

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the memb...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30

Deputy Coroner- Full-time 30.21hr+!

Eagle County Government CareersEagle, Idaho, USA

serp_jobs.job_card.full_time

The Deputy Coroner will conduct investigations of all deaths and related procedures that fall under the jurisdiction of the Office of the Coroner. To be in charge when assigned by the Coroner.To con...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days

serp_jobs.job_card.promoted

Special Agent : Law / Legal Background

Federal Bureau of InvestigationMeridian, ID, United States

serp_jobs.job_card.full_time

Take the next step in your career now, scroll down to read the full role description and make your application.The position advertised has been exempted from the federal civilian • •hiring freeze • •....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30

Financial Advisor

First Technology Federal Credit UnionEagle, ID, US

job_description.job_card.30_days_ago

serp_jobs.job_preview.job_type

serp_jobs.job_card.full_time

job_description.job_card.job_description

Description

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members’ financial goals and identifies suitable non-deposit products and services based on the member’s unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups. In addition, the Financial Advisor creates, updates, and implements comprehensive financial plans for members and regularly reviews members’ accounts.

Here's what you can expect from the job and what you need to be successful :

Job duties :

Assist members and prospects with information, products offered and procedures to implement an investment program
Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
Interface with mutual fund companies, insurance companies, clearinghouse and broker / dealer for any member needs or services
Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and / or appropriate promotional campaigns specific to the unique needs of the Experience Center
Keep informed of current success of investment products offered and of new products being made available through our broker / dealer, Raymond James Financial Services, Inc.
Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures

Essential skills :

Minimum Education : High School Diploma, with CFP

designation preferred

Minimum of 5 years’ experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate

Experience working in a bank or credit union environment preferred

Exceptional interpersonal skills to engage with internal and external business partners

Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion

Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience

Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies

Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency

Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances

Ability to assess individual client needs and foster strong relationships

Proficiency with basic to complex mathematical calculations

Working knowledge of Microsoft Office Suite and financial planning software

Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred

Certification / License : Series 7, 63, 65 / 66 FINRA licenses, Life & Disability Insurance license required; CFP preferred

Clean U-4

Location : Boise Experience Center – Eagle, ID 83616

Target Compensation in Idaho : $36,000 Base + Monthly Incentive Pay (based on current production)

Benefits options include :

Traditional medical, dental, and vision coverage

401K matching up to 5% per pay period

Accrue up to 17 days of Paid Time Off your first year of employment

11 paid federal holidays

Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different? Click here to learn more!

First Tech is not currently offering Visa sponsorship or transfer for this position

#FT123 #LI-MG

Registered Address : 47 E Riverside Dr. Eagle, ID 83616

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA / SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker / dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.