Digital Federal Credit Union
Financial Consultant, Waltham, MA, Full-Time
Digital Federal Credit Union, Waltham, Massachusetts, United States, 02254
Financial Consultant, Waltham, MA, Full-Time
Job Category:
Digital Investment ServicesRequisition Number:
FINAN005409Posted:
July 10, 2024Location:
130 Lexington Street, Waltham, MA 02452, USASchedule:
Mon - Fri: 8 AM - 5 PM (40 Hours) COMMISSION BASED.What You’ll Do
Responsible for helping our members achieve their long-term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial.Essential Functions:Review member needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs.Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.Develop and sustain strong branch relationships.Maintain a regular presence in assigned branches.Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.Cross-sell DCU products and services as appropriate.Perform other job-related duties as assigned by Managers(s).What You’ll Need
Bachelor's Degree5 to 7 years of experience in financial servicesCurrent FINRA Series 7 and 66 registrationsEstablished track record of sales accomplishmentsLife, Accident and Health insurance licenses or the ability to obtain within 6 months of hireAbout Us
DCU is the largest credit union headquartered in New England – serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.We are proud to be an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
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Job Category:
Digital Investment ServicesRequisition Number:
FINAN005409Posted:
July 10, 2024Location:
130 Lexington Street, Waltham, MA 02452, USASchedule:
Mon - Fri: 8 AM - 5 PM (40 Hours) COMMISSION BASED.What You’ll Do
Responsible for helping our members achieve their long-term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial.Essential Functions:Review member needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs.Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.Develop and sustain strong branch relationships.Maintain a regular presence in assigned branches.Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.Cross-sell DCU products and services as appropriate.Perform other job-related duties as assigned by Managers(s).What You’ll Need
Bachelor's Degree5 to 7 years of experience in financial servicesCurrent FINRA Series 7 and 66 registrationsEstablished track record of sales accomplishmentsLife, Accident and Health insurance licenses or the ability to obtain within 6 months of hireAbout Us
DCU is the largest credit union headquartered in New England – serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.We are proud to be an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
#J-18808-Ljbffr