Wealth Advisor

Brief DescriptionVoted Forbes list of America’s Best In-State Credit Unions 7 years in a row! OUR LEADERSHIP PHILOSOPHYAt Lighthouse Credit Union, We Believe All Individuals, Regardless Of Position Level, Are Considered Leaders. By Providing a Framework That Balances Clarity With Adaptability, Our Leadership Competencies Aim To Foster a Culture Of Continuous Growth And Agile Leadership. Lighthouse Credit Union Is Committed To Embracing Change, Nurturing Leadership Talent, And Ensuring Our Performance Management Practices Are Aligned With Our Vision Of Fostering a Resilient And Forward-thinking Organization. As Such, We All Hold Ourselves Accountable To The FollowingLEADERSHIP COMPETENCIESDemonstrates Interpersonal Awareness & Skills: A cornerstone of our collaborative work environment, this competency emphasizes effective communication, relationship building and teamwork. It also supports creating a positive work environment that values individual contributions and fosters teamwork. As an individual leader, you will demonstrate active listening, clear communication and contribute beneficially to team dynamics.Embraces Change & Learning: This competency focuses on adaptability, personal development and the advocacy and embracing of progressive change. You will be challenged to explore continuous learning opportunities to achieve excellence and foster a culture of growth and innovation. As an individual leader, you will actively engage in personal development, embrace change enthusiastically and support team members in their growth. You will also demonstrate flexibility and adaptability in response to changing circumstances.Utilizes Critical & Creative Thinking: Underlining the importance of innovative problem solving, challenging the status quo and strategic thinking, this competency is vital for driving excellence and leadership. This competency challenges team members to take initiative beyond one’s immediate responsibilities. As an individual leader, you will actively look for and share opportunities for improvement, show open-mindedness to new ideas and professionally challenge inefficient processes. You will also actively contribute to defining solutions and promoting innovation.Takes Personal Ownership: This competency focuses on taking responsibility for performance goals, proactive collaboration and accountability. It highlights the significance of each team member taking ownership of their role and contributions while demonstrating leadership qualities regardless of their position. As an individual leader, you will be actively engaged in setting and achieving performance goals, take responsibility for personal action and decisions and seek opportunities for self-improvement and skill development.Position SummaryThe Wealth Advisor position is responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. In addition, this role establishes value-added relationships with clients and prospects to understand their financial needs and to offer solutions for those needs. Using independent judgment and autonomy, the Wealth Advisor should be able to meet basic client investment needs, including growing and protecting assets, funding for a secure retirement, funding for child’s or grandchild’s education, growth above inflation and taxes, protection of assets form unexpected/large scale healthcare expenses, and protection of assets from estate taxes.Essential Functions & ResponsibilitiesMeets and profiles prospective clients, reviews investment goals, prepares presentations, recommends investment products, follows up on client contacts, and helps customers meet their needs through the sale of investment and securities products.Provides investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.Builds strong relationships with customers of the institution, profiles and executes on new business, effectively works an existing book of business, assesses customer needs, and recommends the right combination of products and solutions by consistently using the prescribed sales process.Achieves sales and revenue goals and meets certain professional growth and development goals.Organizes and assists with the delivery of branch seminars and ensures appropriate follow-up to these events.Participates in execution of local marketing development plan.Adheres to all FINRA and insurance rules and regulations, as well as to all company policies.JOB SPECIFICATIONSThree years financial services sales & service experience preferred.Analytical ability to comprehend complex products, services, and related regulations.Must be proficient with personal computers, spreadsheets and selecting databases.Self-starter with high motivation and strong interpersonal skills.WORK ARRANGEMENT: The working arrangement for this position is hybrid. Hybrid work is an opportunity to find the right balance between working in the office and remotely, especially if it supports individual success and the needs of our organization. Hybrid schedules are determined by the hiring manager based on business unit needs and may vary by department. Although a remote work arrangement may be authorized, those working in a remote position should expect occasional travel to headquarters or other business locations as necessary for work purposes.Education, Training & ExperienceEquivalent to a college degree (BS or BA in relevant field).FINRA Series Securities Industry Essentials Examination, 7, 63 registrations required: IAR (65/66 or appropriate designation). Continued employment is contingent on maintaining appropriate licenses registrations, and a clean U4. Life, Health & Variable Licenses._______________________________________________Benefits We OfferEmployee loan discountStudent loan/tuition assistance programComprehensive medical/dental/vision +PTO and paid federal holidays Weekly paychecks401k plan with employer match/profit sharingAdditional PerksContinued training and advancement opportunities Balanced/Predictable schedule; all locations close at 5pm and on Sundays Opportunity to join our many employee created Engagement Groups (e.g. Pride at Work, Women in Leadership, Book Club, Running & Walking)Local Volunteer Opportunities with employer contributed Volunteer DayCompany Outings and annual Summit Hybrid work environments ______________________________________________________________LIGHTHOUSE CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER