Financial Consultant - Longwood & Winter Park area at DFCU Financial

Winter Park, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

0.0

Posted On

06 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Planning, Client Needs Analysis, Risk Assessment, Interpersonal Skills, Verbal Communication, Written Communication, Product Knowledge, Regulatory Compliance, Team Collaboration, Account Management, Customer Service, Financial Consulting, Time Management, Professional Attitude, Integrity, Productivity

Industry

Banking

Description

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity: We are seeking a successful Financial Consultant for our new market area in Longwood & Winter Park, Florida. This role will provide high quality investment consultation services to members and ongoing service to established account holders. What You'll Do: Provide investment planning services and products through client needs analysis, risk assessment and investment objective considerations. Maintain a strong understanding of product, industry and service features/standards with member impact. Open accounts and place orders in a timely and procedurally correct manner. Conduct member transactions in accordance with all broker/dealer, FINRA, SEC and DFCU Financial rules, regulations and procedures. Work with branch and call center staff to create referral opportunities to attain individual and team goals. Offsite meetings and seminars as required. Saturday and evening hours as needed. What You'll Need: Business related bachelor's degree or equivalent experience. Active series 7, 65/66, Life and Variable Contracts licenses. Three years pertinent experience. Demonstrated record of productivity and integrity. Current Chartered Retirement Planning Counselor (CRPC) designation or ability to obtain within 6 months of hire. Consistent positive, cooperative, self-motivated, courteous and professional attitude. Excellent interpersonal skills, including effective verbal and written communication. What We Offer: 401k plan match, dollar for dollar up to 4% Tuition reimbursement / Education assistance Medical, dental and vision insurance effective date of hire Health savings account (HSA) Flexible spending accounts for medical and dependent care expenses Adoption assistance for qualified expenses maximum $10,000 per child Wellness initiatives and reimbursements Pre-paid legal services plan Identity protection plan Accident supplemental plan Short- & long-term disability plans paid for by company Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child Pet Insurance Paid time off Paid holidays (13 per year) Free financial planning assistance Paid lunch time Numerous fun employee events throughout the year Volunteer and community engagement opportunities Employee loan discounts (closed-end loans) Service / anniversary awards Employee discounts for company logo wear Recognition and awards for outstanding team and individual performance (branch and member service center employees) Employee referral payouts for recruiting your friends and family Ongoing training opportunities Leadership development program Flexible scheduling for students Equal Opportunity Employer / Disabled / Veterans

Responsibilities

The Financial Consultant will provide high-quality investment consultation services to members and ongoing service to established account holders. Responsibilities include conducting client needs analysis, maintaining product knowledge, and ensuring compliance with regulations.