Members 1st
Wealth Advisor Associate
Members 1st, Mechanicsburg, Pennsylvania, United States, 17050
Reference #: 1603 Overview
When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly, a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us. Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities
The purpose of this role is to primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also partner with credit union associates to help credit union members meet the other two core financial needs of cash management and credit. As a member of a wealth advisor team, the Wealth Advisor Associate will focus on adding new members to Investment Services and on working with existing Investment Service members. Typically, they will work a segment of the team's book of business, covering a territory of the credit union such as certain branches, departments, and other areas within the credit union. Alignment with credit union mission and culture is required. The Wealth Advisor Associate position is designed to allow high potential candidates to enter the brokerage/insurance/investment advice business and develop under the leadership and coaching of their lead Wealth Advisor. This position also brings additional capacity to the advisor team to serve more credit union members across the six core financial needs.
The Wealth Advisor Associate will meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products. The role will also build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process. In addition, the role will schedule and confirm member appointments, prepares paperwork, submits completed paperwork, follow up for accuracy and processing and prepare appointment performance reports. Additionally, the role will work with the Wealth Advisor team to develop plans to achieve team and individual goals. Finally, the role will educate and coach associate on benefits of Investment Services products, services and referral opportunities. Finally, the role will maintain compliance to all credit union, NCUA, broker dealer, agency, FINRA policies and regulations.
This is a 100% in office opportunity that would require you to be based at one of our branches in the Berks or Lancaster county area.
SKILLS: * Strong communication and interpersonal skills to work effectively with credit union personnel, members, and community and regulatory agency representatives * Strong sales skills * Self-starter eager to develop and expand knowledge * Skills and developed techniques in PC based systems
PREFERENCES: * FINRA Series 7 preferred
CORE COMPETENCIES: * Effective knowledge * Accountability and self-management * Teamwork and leadership * Communication * Innovation and problem-solving
WORKING CONDITIONS/PHYSICAL DEMANDS: * Ability to communicate effectively in English, both orally and in writing * Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading * Ability to sit for extended time periods * Sufficient manual skill for operation of PC keyboard and other standard office equipment * Ability to travel, including occasional overnight travel * Abilit to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects About Us
At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below. Company Culture is at Our Core If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us. What WE Believe Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships. Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life's moments and milestones. Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly. Company Perks: Quick Reference *Competitive compensation with career growth opportunities, job security, annual increases and bonus potential *Nationally recognized 401K with up to 10% company match that helps you prepare for your future *A multitude of benefits and incentives to stay mentally and physically healthy *Associate Tuition Assistance - WE may help cover the cost for your continuing education courses or degree *Affordable cost sharing arrangement for three different medical plans, dental plan and vision plan *11 paid holidays and plenty of paid time off for life, vacations, staycations, and rest *WE commit to providing a healthy work/life balance - to support all the other parts of life that are important to you *WE cover visits to our confidential Employee Assistant Program for many difficult situations that life may throw your way *With faM1ly always in our forefront, we offer Paid Parental Leave (for both mothers and fathers) to help support your time off to bond with your new child *Make an impact through volunteering with one of our local charities or enjoy networking with our members at a local community event *WE provide a strong commitment to our associates with our dedication to providing professional development, leadership training & coaching opportunities *Opportunities to plan events, enhance recognition programs, network, and connect with other associates (both virtually and in-person) by joining or leading one of our four established Associate Resources Groups (ARGs) *Women in Leadership *Diversity, Inclusion and Belonging *Care Connections *PEER (Peer Experience, Engagement and Recognition) *Mandatory fun? Yes, please. Enjoy team building, special events, and our faM1ly atmosphere Join a company that grows with you - personally and professionally Does this position require a valid Drivers License?
No Education Level
General and business knowledge equivalent to a bachelor's degree Certifications
FINRA Series 6,63 registrations required; IAR (65/66 or appropriate designation) require or ability to obtain within 6 months Life/health insurance license
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly, a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us. Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities
The purpose of this role is to primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also partner with credit union associates to help credit union members meet the other two core financial needs of cash management and credit. As a member of a wealth advisor team, the Wealth Advisor Associate will focus on adding new members to Investment Services and on working with existing Investment Service members. Typically, they will work a segment of the team's book of business, covering a territory of the credit union such as certain branches, departments, and other areas within the credit union. Alignment with credit union mission and culture is required. The Wealth Advisor Associate position is designed to allow high potential candidates to enter the brokerage/insurance/investment advice business and develop under the leadership and coaching of their lead Wealth Advisor. This position also brings additional capacity to the advisor team to serve more credit union members across the six core financial needs.
The Wealth Advisor Associate will meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products. The role will also build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process. In addition, the role will schedule and confirm member appointments, prepares paperwork, submits completed paperwork, follow up for accuracy and processing and prepare appointment performance reports. Additionally, the role will work with the Wealth Advisor team to develop plans to achieve team and individual goals. Finally, the role will educate and coach associate on benefits of Investment Services products, services and referral opportunities. Finally, the role will maintain compliance to all credit union, NCUA, broker dealer, agency, FINRA policies and regulations.
This is a 100% in office opportunity that would require you to be based at one of our branches in the Berks or Lancaster county area.
SKILLS: * Strong communication and interpersonal skills to work effectively with credit union personnel, members, and community and regulatory agency representatives * Strong sales skills * Self-starter eager to develop and expand knowledge * Skills and developed techniques in PC based systems
PREFERENCES: * FINRA Series 7 preferred
CORE COMPETENCIES: * Effective knowledge * Accountability and self-management * Teamwork and leadership * Communication * Innovation and problem-solving
WORKING CONDITIONS/PHYSICAL DEMANDS: * Ability to communicate effectively in English, both orally and in writing * Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading * Ability to sit for extended time periods * Sufficient manual skill for operation of PC keyboard and other standard office equipment * Ability to travel, including occasional overnight travel * Abilit to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects About Us
At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below. Company Culture is at Our Core If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us. What WE Believe Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships. Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life's moments and milestones. Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly. Company Perks: Quick Reference *Competitive compensation with career growth opportunities, job security, annual increases and bonus potential *Nationally recognized 401K with up to 10% company match that helps you prepare for your future *A multitude of benefits and incentives to stay mentally and physically healthy *Associate Tuition Assistance - WE may help cover the cost for your continuing education courses or degree *Affordable cost sharing arrangement for three different medical plans, dental plan and vision plan *11 paid holidays and plenty of paid time off for life, vacations, staycations, and rest *WE commit to providing a healthy work/life balance - to support all the other parts of life that are important to you *WE cover visits to our confidential Employee Assistant Program for many difficult situations that life may throw your way *With faM1ly always in our forefront, we offer Paid Parental Leave (for both mothers and fathers) to help support your time off to bond with your new child *Make an impact through volunteering with one of our local charities or enjoy networking with our members at a local community event *WE provide a strong commitment to our associates with our dedication to providing professional development, leadership training & coaching opportunities *Opportunities to plan events, enhance recognition programs, network, and connect with other associates (both virtually and in-person) by joining or leading one of our four established Associate Resources Groups (ARGs) *Women in Leadership *Diversity, Inclusion and Belonging *Care Connections *PEER (Peer Experience, Engagement and Recognition) *Mandatory fun? Yes, please. Enjoy team building, special events, and our faM1ly atmosphere Join a company that grows with you - personally and professionally Does this position require a valid Drivers License?
No Education Level
General and business knowledge equivalent to a bachelor's degree Certifications
FINRA Series 6,63 registrations required; IAR (65/66 or appropriate designation) require or ability to obtain within 6 months Life/health insurance license
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities