Wealth Advisor Position Available In Coos, New Hampshire

Job Description:

Voted Forbes list of Americas Best In-State Credit Unions 7years in a row!

Position:

Wealth AdvisorLocation:

Berlin, NH(Hybrid)

OUR LEADERSHIP

PHILOSOPHYAt Lighthouse Credit Union, webelieve all individuals, regardless of position level, areconsidered leaders. By providing a framework that balances claritywith adaptability, our Leadership Competencies aim to foster aculture of continuous growth and agile leadership. LighthouseCredit Union is committed to embracing change, nurturing leadershiptalent, and ensuring our performance management practices arealigned with our vision of fostering a resilient andforward-thinking organization.

POSITION SUMMARY

The Wealth Advisorposition is responsible for personal production goals and customerservice objectives for all assigned branches and/or book ofbusiness. In addition, this role establishes value-addedrelationships with clients and prospects to understand theirfinancial needs and to offer solutions for those needs. Usingindependent judgment and autonomy, the Wealth Advisor should beable to meet basic client investment needs, including growing andprotecting assets, funding for a secure retirement, funding forchilds or grandchilds education, growth above inflation and taxes,protection of assets form unexpected/large scale healthcareexpenses, and protection of assets from estate taxes.

ESSENTIALFUNCTIONS

& RESPONSIBILITIESMeets and profiles prospective clients,reviews investment goals, prepares presentations, recommendsinvestment products, follows up on client contacts, and helpscustomers meet their needs through the sale of investment andsecurities products.

Provides investment/insurance solutions tocustomers based on a comprehensive financial planning approach thatincorporates all assets, goals, time horizon and risktolerances.

Builds strong relationships with customers of theinstitution, profiles and executes on new business, effectivelyworks an existing book of business, assesses customer needs, andrecommends the right combination of products and solutions byconsistently using the prescribed sales process.

Achieves sales andrevenue goals and meets certain professional growth and developmentgoals.

Organizes and assists with the delivery of branch seminarsand ensures appropriate follow-up to these events.

Participates inexecution of local marketing development plan.

Adheres to all FINRAand insurance rules and regulations, as well as to all companypolicies.

JOB SPECIFICATIONSThree years financial services sales &service experience preferred.

Analytical ability to comprehendcomplex products, services, and related regulations.

Must beproficient with personal computers, spreadsheets and selectingdatabases.

Self-starter with high motivation and stronginterpersonal skills.

EDUCATION, TRAINING

& EXPERIENCEEquivalent toa college degree (BS or BA in relevant field).FINRA SeriesSecurities Industry Essentials Examination, 7, 63 registrationsrequired: IAR (65/66 or appropriate designation).Continuedemployment is contingent on maintaining appropriate licensesregistrations, and a clean U4.Life, Health & VariableLicenses._______________________________________________

Benefits WeOffer:

Employee loan discountStudent loan/tuition assistanceprogramComprehensive medical/dental/vision +PTO and paid federalholidaysWeekly paychecks401k plan with employer match/profitsharingParticipation in the

Annual Incentive PlanAdditionalPerks:

Continued training and advancementopportunitiesBalanced/Predictable schedule; all locations close at5pm and on SundaysOpportunity to join our many employee createdEngagement Groups (e.g. Pride at Work, Women in Leadership, BookClub, Running & Walking)Local Volunteer Opportunities with employercontributed Volunteer DayCompany Outings and annual SummitHybridworkenvironments______________________________________________________________EqualOpportunity Employerby Jobble