Wealth Advisor

• Meets with clients and prospects. Collects and analyzes information regarding the members’ income, assets, investments or debts. Determines financial goals with the members. Ascertains which financial products best meet the members’ needs and financial circumstances in order to achieve those goals. After careful consideration, advises the member regarding the advantages and disadvantages of different financial products, including insurance and investment products.
• Prepares for client meetings, creates financial plans, and creates portfolios.
• Works on the business with the Client Service Associate (CSA) (where applicable). Markets the Partners financial products, builds branch relations, determines ways to improve business and client service, and plans for future client interactions (client appreciation, client lunches, seminars, etc.)
• Researches new products, keeps up with economic data.

• Microsoft Office

• CFP® CEs
• Firm Element
• Insurance CEs
• FINRA CEs

• Financial Services
• Personal Finance Planning
• Independent Decision Making
• Influence and Negotiation
• Good Judgment, Problem Solving Skills
• Flexibility Work, Think and Act Independently  
• Initiative · Organized / Good Time Manager
• Responsibility
• Relationship Building
• Ability to work on multiple projects at one time
• Detail-oriented
• Goal-oriented
• Passion for learning
• Teamwork
• Analytical
• Basic Math
• Conflict Resolution
• Customer Service
• Interpersonal
• Phone Skills
• Reading
• Sales
• Verbal and Written Communication

• Works independently with high-level of decision-making authority, Decisions often affect revenue of the organization, Makes critical, autonomous decisions
• Works with low level of supervision
• Identifies work activity based on production goals; schedules own time, priorities, meeting schedules, member contacts and manages other critical responsibilities independently
• High level of independent judgment in interpreting and assessing complex financial information and financial products and services
• Exercises discretion and independent judgment with respect to matters of significance

• This position is performed primarily in a traditional office or credit union setting within a work environment that may include in-office days, remote workdays, or branch days with no expected adverse environmental conditions. Depending on role type, roles may require participation in off-site events, or occasional evening or weekend work. This position requires the ability to:
  • move self in different positions to accomplish tasks in various environments including tight and confined spaces
  • remain in a stationary position, often standing or sitting for prolonged periods
  • adjust or move objects up to 15 pounds in all directions
  • perform repeat motions that may include the wrists, hands, and/or fingers
  • use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
  • verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
  • hear average or normal conversations and receive ordinary information
  • prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity

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