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Jobing Description
Financial Advisors
You can have it all at Pima Federal Credit Union! * #1 Independent B/D in U.S. LPL Financial * An ongoing referral system of people looking for your help * A wide variety of Fee Based Advisory products and services * No proprietary products * Full Benefit Package including Health Insurance, 401(k) plan and Pension * Continue to own your personal book of business Pima Federal Credit Union offers you the best of both worlds! The referrals and benefits associated with a large Tucson based Financial Institution, as well as the support of an Independent B/D. We offer: * All expenses paid * Assistant (part-time to licensed based on revenue) * Fully furnished offices * Laptop and Software (Morningstar, MoneyTree, etc.) * Licensing and E&O fees * Cell Phone * Referrals * Credit Union employees receive $10 to refer qualified prospects to you * Quarterly referral programs help increase the number of referrals * Marketing Systems * Quarterly Financial Education Seminars * Monthly calendar of events includes in branch and website presence * Business Planning and Business Development * Strong relationships with local and national businesses equates to strong 401k/403b rollover opportunities * Experienced transition team in place to help you get off to a fast start Through the financial planning process, you are able to help our Members identify their goals and assist them in selecting the best of the best in products. The approved product list is extensive and includes several excellent Third Party Money Managers. In addition to Advisory products, American, Franklin, Black Rock, MFS, Lincoln, Prudential, Pacific Life, and Nationwide are also popular within our system. Skills / Requirements
Bachelors Degree in Finance, Accounting or Related Field or equivalent experience.
Demonstrated ability to sell. Strong work ethic and ability to multitask. Competitive and results oriented. Demonstrated ability to develop and cultivate relationships. Interest in financial markets and investments. Excellent problem solving, networking, communication, interpersonal and organizational skills. Ability to travel to various branch locations. Bilingual (English/Spanish) preferred. Important Notes
Contact us today about the Wealth Management position covering four Pima branch offices.
We will contact you to arrange a confidential initial interview. MUST BE ABLE TO PASS A BACKGROUND CHECK, UPON CONSIDERATION OF EMPLOYMENT. Pima Federal Credit Union Preview
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