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About the Role
Meet with and profile credit union members to determine appropriate products for their long-term financial goals. Provide advice on retirement planning, college funding, and long-term investing to enhance members' financial health. Responsible for making suitable recommendations that meet member needs over the long term. Provide branch staff with training to identify qualified referrals and collaborate with branch management on business plans to support investment goals.
Responsibilities
- Identify and evaluate member needs for investment services, assess objectives and goals, and develop financial plans.
- Develop and maintain long-term relationships based on trust and respect for members.
- Stay current on investment products and services offered by WFS.
- Follow all regulatory requirements set forth by FINRA, SEC, and California Department of Insurance.
- Stay current on WFS written supervisory procedures and compliance memos.
- Work closely with RMSR’s/ MSRIII’s to improve their product knowledge and help them meet or exceed monthly referral and production goals.
- Participate in weekly conference calls, submit weekly sales reports, and attend monthly sales meetings.
Requirements
- Bachelor’s Degree and a minimum of 5 years investment sales experience.
- Proficient in Microsoft Applications (Word, Excel, Power Point, Outlook).
- Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
- Ability to compute rates, ratios and percent and to draw and interpret bar graphs.
- Employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell.
- Employee must occasionally lift and/or move up to 10 pounds.
- Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
- Reside within Wescom's service area in California.
Skills
- Investment sales
- Financial planning
- Member profiling
- Product knowledge
- Relationship building
- Microsoft Word
- Microsoft Excel
- Microsoft Power Point
- Microsoft Outlook
Location
- California
Work Type
- Onsite
Experience Level
- 5 years investment sales experience
Education Level
- Bachelor’s Degree
Salary/Compensations
- $70,304.00 - $115,000.00
About the Company
- We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.
Equal Opportunity
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.