Financial Advisor - American Heritage Credit Union
Overview
Lead client relationships and drive growth within a supportive team. Own client acquisition and relationship management while delivering tailored financial solutions. Scale your impact across multiple branches and leverage LPL's robust platform. Stand out by creating unique client experiences beyond standard offerings.
What You'll Do11
- 1Build and manage a diverse client portfolio across multiple branches
- 2Ship personalized investment plans achieving measurable client outcomes
- 3Drive revenue growth through proactive client outreach and referrals
- 4Develop and execute strategies to expand market share within target segments
- 5Collaborate with cross-functional teams to enhance service delivery
- 6Utilize advanced analytics to identify market opportunities and client needs
- 7Maintain compliance with all regulatory requirements and internal standards
- 8Drive adoption of proprietary technology solutions for client engagement
- 9Create customized financial plans leveraging extensive product sponsor network
- 10Support team initiatives focused on community impact and member satisfaction
- 11Contribute insights to improve operational processes and service offerings
Requirements10
- 1Series 7 and 66 (63/65) licensed securities representative
- 2Insurance license valid in Pennsylvania
- 3Minimum three years investment sales experience
- 4Proven track record of exceeding performance targets
- 5Excellent communication and relationship management skills
- 6Ability to work independently and collaboratively in dynamic environment
- 7Strong analytical abilities with proficiency in CRM systems
- 8Commitment to ethical practices and professional integrity
- 9Flexibility to travel between branch locations
- 10Passion for helping clients achieve long-term financial wellness
Salary Insight
Salary not disclosed in listing
Location
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