What are the responsibilities and job description for the Investment Advisor position at DORT FINANCIAL CU?
The Investment Advisor position has a high earing potential. We are offering a base salary with monthly commissions. Candidates must hold a current FINRA series 7 and 66 License for consideration.
Dort Financial Credit Union is looking for team members who will execute our mission: Enrich people's lives: members, employees, communities; to help achieve our vision: To be the leader in our industry by providing quality financial services, developing an empowered and diverse team, and making our communities a better place to live. Dort Financial Credit Union upholds a culture of excellence with opportunities of engagement and advancement for our team members. We abide by our core values of Empowerment, Accountability, Transparency, Collaboration, and Volunteerism each day, and have a strong focus in community involvement.
We offer a competitive benefits package immediately upon hire including medical, dental, and vision insurance; Life/AD&D and Disability Insurance, Supplemental Life insurance for employee/spouse/dependent; HSA and FSA plans; and tuition reimbursement for full-time team members. LegalShield, Pet Benefits, Employee Assistance Program, Telemedicine. We also offer a matching 401 (k) including a safe harbor, a referral bonus program, and paid time off including holidays.
Come join our team. Apply today!
Purpose of Position: Responsible for providing financial planning, financial advice, and investment management to serve the needs of the credit union’s consumer and business members. Accessing the member’s investment portfolio, financial objectives, and provides guidance to the member on successfully achieving those objectives.
Minimum Formal Education: Bachelor’s degree or equivalent in accounting, finance, or related field of study.
Required Experience: Must hold a current FINRA Series 7 and 66 license and have over two years of related sales experience and/or financial services experience. Experience within financial institutions is preferred.
Other Requirements:
- Must be bondable
- Possess a clean credit and U-4 CRD History.
- State Life & Health Insurance license of state where applying
- Strong sales, marketing, and business development skills
- The desire and intrinsic motivation to meet or exceed goals
- Exceptional interpersonal and relationship building skills
- Effective in a variety of formal presentation settings: one-on-one, small and large groups, and with various levels of constituents within the financial institution
