Financial Advisor - Sandia Area Federal Credit Union
Company: CUNA Mutual Group
Posted on: June 12, 2021
This position is responsible for providing advice and solutions
that effectively address the financial goals and objectives as well
as the needs and concerns of members. The role develops long term
relationships to grow business.
- Cultivate strong relationships with members by consistently
using the prescribed sales process.
- Provide fee based financial planning and asset management to
members. Grow Assets under Management (AUM) by offering a breadth
of financial solutions.
- Cultivate strong working relationships and trust among credit
union staff by conducting regular training,
attendance/participation at credit union staff meetings and
functions and sending referrals back to the credit union.
- Effectively deliver multiple services and expertise to clients
by providing professional fee based advice, financial planning and
- Effectively implement/leverage technology and other available
investment tools and resources to provide clients an exceptional
member experience on a consistent basis.
- Meet or exceed credit union cross selling goals as established
in the credit union commitment letter. Meet or exceed production
goals, with an appropriate product mix. Collaborate with credit
union, create and execute on an annual marketing plan.
- Pursue member feedback regarding their experience including the
process and the outcome.
- Adhere to all FINRA and insurance rules and regulations, as
well as to all company policies.
CUNA Mutual Group's insurance, retirement and investment
products provide financial security and protection to credit unions
and their members worldwide. As a dynamic and growing company, we
strive to create a culture of performance, high standards and
defined values. In return for your skills and contributions, we
offer highly competitive compensation and benefit packages,
significant professional growth, and the opportunity to win and be
Please provide your Work Experience and Education or attach a
copy of your resume. Applications received without this information
may be removed from consideration.
Keywords: CUNA Mutual Group, Albuquerque , Financial Advisor - Sandia Area Federal Credit Union, Other , Albuquerque, New Mexico
Didn't find what you're looking for? Search again!