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KEMBA Financial Credit Union
Columbus
Job Description Job Description Title: Junior Financial Advisor Reports to: Director of Wealth Management & Financial Resources Supervises: None Status: Exempt Objective The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify fina
Job Source: KEMBA Financial Credit UnionAntolino and Associates
Columbus
Job Description Job Description Salary: $80k-$100k+ Depending on Experience Position: Financial Advisor You will be responsible for delivering value to existing and new clients – from understanding each client’s unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance n
Job Source: Antolino and AssociatesHeartland Bank
Columbus
Job Description Job Description JOB TITLE: Financial Advisor LOCATION: Upper Arlington, OH STATUS: Full-time FSLA JOB CLASS: Exempt REPORTS TO: Director of Financial Planning REQUIRED TRAVEL: DIRECT REPORTS: None If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing t
Job Source: Heartland BankLaw Office of DuPont and Blumenstiel
Dublin
Job Description Job Description Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is root
Job Source: Law Office of DuPont and BlumenstielOPOC.us
Columbus
Job Description Job Description Job Description: OPOC.us (One Point of Care) is seeking full-time Financial Advisor to join the team in our Worthington, OH location. We are looking for a positive, high-energy individual who has solid industry knowledge, excellent oral and written communication skills, and enjoys working in a fast-paced, team envir
Job Source: OPOC.usWright-Patt Credit Union Inc.
Columbus, OH, United States
Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, p
Job Source: Wright-Patt Credit Union Inc.Meeder Investment Management Inc
Dublin, OH, United States
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Job Source: Meeder Investment Management IncFarther
Columbus, OH, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherColumbus, OH, United States
Reports to: Director of Wealth Management & Financial Resources
Status: Exempt
Objective
The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Establishing a relationship with continuous periodic reviews is an essential part of the Total-Needs Sales process. The Junior Advisor must present a professional image and cultivate a strong working relationship with Credit Union Staff, Members, and other key people involved in the credit union movement.
Duties and Responsibilities
Present a professional image from a personal and professional level that will be beneficial to the Credit Union
Maintain and cultivate client/member relationships with existing book of business
Cultivate strong working relationships and build trust among Credit Union Staff and Members along with other key local people in the Credit Union movement, attend/participate in staff meetings and other Credit Union staff functions
Follow the sales process and procedures as established through the KEMBA Wealth Management program
Follow the established insurance and securities compliance guidelines, and strictly adhere to all company policies
Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to Members, which in the same circumstance we would demand for ourselves
Follow the established guidelines for maintaining client files in accordance with Company practices and FINRA requirements
Attend all required training and informational meetings scheduled by the KEMBA Wealth Management Program Manager
Be an advisor and subject matter expert on the KEMBA Wealth Management program to staff associates within KEMBA
Complete and submit monthly activity reports promptly to the KEMBA Wealth Management Program Manager
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions: Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Performs other duties as required by management
Required Qualifications
FINRA Series 7 and 66 and Life, Accident, Health & Insurance licenses
Clean U-4
Two years sales experience in the financial services industry, preferably in a bank or credit union
Experience in Retirement Services doing Rollovers and 401K business
Strong customer service, communication, and presentation skills
An advanced level of performance, requiring minimum supervision
Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within the credit union.
College Degree preferred
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
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Junior Financial Advisor jobs in Columbus, OH, United States
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