Financial Advisor
$48805/y-$61006/y
a day ago
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RemoteFull-time
Summary
AmeriCU Credit Union is seeking a Financial Advisor to join their team in Rome, NY. The role involves advising clients on financial services to help them achieve financial success and managing investment portfolios.
About the Role
As a Financial Advisor, you will be responsible for building one-on-one relationships with clients, actively soliciting new investment portfolios and insurance solutions, and delivering customized advice-based solutions. Your daily tasks will include sourcing prospective clients, managing client relationships, recommending suitable investment products, and ensuring compliance with regulatory requirements. You will also analyze portfolio performance and extend the referral network to meet sales and retention goals.
About You
Required:
- Bachelor's degree in Finance, Business, or a related field.
- Experience in financial advising or a related field.
Preferred:
- Strong understanding of investment products and services.
- Proven track record of client relationship management.
Benefits
- Competitive rates on Medical, Dental, and Vision plans.
- Generous contribution to Health Savings Account.
- Paid Holidays and Paid Time Off.
- Employee Appreciation Events.
- 401(k) Matching after 1 year of employment.
- Employee Assistance Program.
- Tuition Reimbursement for Full-time employees after 1 year.
- Life Insurance & Accidental Death & Dismemberment Insurance.
- Enhanced Short Term Disability at no cost.
AmeriCU Credit Union
As a credit union, AmeriCU is a not-for-profit financial institution owned by our members. Serving 24 counties in New York and beyond, AmeriCU provides you with all the products and services you need – often with low or no fees, and better rates. The organization has been serving the local community for over 70 years and, in that time, has grown to more than 160,000 members, 20 financial centers, and $2.7 billion in assets. AmeriCU is located in Central New York and is among the State’s largest, full-service financial cooperatives. For more information, visit www.AmeriCU.org. Equal Housing Lender – Federally Insured by NCUA – Membership Eligibility Required.
Rome, NY