Combine personal skills, resources and product knowledge for the purpose of helping clients realize their financial goals. Must have the ability to attract, provide service and close business with clients. Responsible for assessing a client's circumstances and objectives, and based on those, provide individualized, highly strategic retirement/investment consulting. Access to a full range of wealth building, managing and preserving products - including mutual funds, stocks, bonds, IRAs, insurance, estate planning and many other services to offer to client base and the membership.
Alliant Credit Union rewards eligible employees with a comprehensive and competitive benefits package that includes medical, dental, vision, 401k match of 5% and generous paid time off.
Location: Rolling Meadows - Call Center
Seminars and Webinars:
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
A bachelor's degree is preferred with five years of business experience and proven track record of successful sales in interacting with clients and meeting their financial needs. FINRA Series 7, 65 and/or 66 (and Series 63 in states where required). State Life/Health Licenses. Ability and willingness to pursue, CFP, ChFC, or CLU Designation. Strong multi-level relationship building skills; excellent verbal and written communication skills and the ability to work toward team and individual goals. Strong analytical and time management skills. A clean U-4 securities record is a must.