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Financial Advisor Associate

Company: Patelco Credit Union
Location: Danville
Posted on: June 6, 2021

Job Description:

About Patelco Credit Union

We're here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you're looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.

Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 400,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom.

Overview

In this role, the successful candidate key responsibilities will include working with registered representatives in assigning the servicing and transitioning of "B" and "C" client base, conducting regularly scheduled reviews with assigned clients to monitor client progress toward client's goals, and serving as the broker of record for select member client accounts.

Responsibilities

* Contact assigned clients and schedule appointments to review goals. * Process paperwork and trades for assigned clients. * Send out review cards to assigned clients. * Handle routine member inquiries; effectively work with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and member satisfaction. Report specific problems to Program Manager on an as needed basis. * Set up and maintain client files with appropriate information and in accordance with FINRA compliance standards. * Keep all securities and insurance licensing current through successful completion of Continuing Education Requirements. * Complete weekly report of contacts made. * Input financial planning data into financial planning software for registered representatives on an as needed basis. * Provide research information to registered representatives on an as needed basis (i.e. cost basis information, product research, etc.). * Service branch referrals for members with investment needs.

Qualifications

* Minimum completion of a 4-year degree in finance, business or related field required. * Minimum 5 years' experience in the financial services field. Related member service experience helpful. * Proficient in MS applications such as Word, PowerPoint, Excel * Excellent working knowledge of financial institution products and services, as well as, life insurance, annuity and securities products. Proficient in operational procedures related to member accounts. Strong practical understanding of general economic principles relating to all aspects of personal finance. * Possess or ability to obtain Series 7, 63 and 65, Life, Accident and Health Insurance licenses within a period of time. * Must be able to do the following: to read, to perform arithmetic operations quickly and accurately; to see details and recognize errors in numbers and spelling; to present information effectively; to work within precise limits of accuracy; to follow instructions; to accept responsibility; to be tactful and patient with others. * Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills. * Excellent working knowledge of financial institution products and services, as well as, life insurance, annuity and securities products. * Proficient in operational procedures related to member accounts. * Strong practical understanding of general economic principles relating to all aspects of personal finance. * Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing and professional personality, ability to be flexible.

We Offer

* An inspiring career that benefits both you and your community * Competitive compensation packages with bonus opportunity * Full Medical/Dental/Vision benefits with minimal eligibility waiting period * Generous 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition Reimbursement * Onsite Fitness Center at HQ and rewards for healthy habits * Close proximity to BART, restaurants and shopping

Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability

Keywords: Patelco Credit Union, Danville , Financial Advisor Associate, Other , Danville, California

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