Financial Advisor -- Remote -- Wfh --

We are currently seeking a dedicated and experienced Financial Advisor to join our team in a remote capacity, serving as a valuable resource for America First Credit Union. Although this position allows for remote work, applicants must be located in the Salt Lake City, UT area.
Responsibilities:
- Engage in sales and service activities for existing house accounts and those assigned from external representatives and programs.
- Provide comprehensive financial advisory services to clients utilizing our remote delivery tools effectively.
- Collaborate closely with credit unions in remote settings to ensure seamless service delivery.
- Assess client needs, goals, and objectives to develop personalized financial plans, including investment strategies.
- Utilize our sales process and financial planning tools to gather and analyze client financial information.
- Educate clients on the benefits and drawbacks of various financial products and strategies.
- Conduct regular reviews of client accounts and meet remotely with clients to ensure alignment with their financial goals.
- Stay updated on market conditions and financial products, providing clients with informed advice.
- Conduct web-based client workshops/seminars on topics such as Social Security, Education planning, and Retirement planning.
- Facilitate the purchase or sale of financial products, adhering to sales goals and production targets.
- Collaborate with the Program Manager to develop and update business plans.
- Cultivate relationships with Wholesalers to enhance service offerings.
Requirements:
- Hold FINRA Series 7, 63 & 65, or 66 licenses, as well as Life, Accident, Health & Insurance licenses.
- Maintain a clean U-4 record.
- Possess at least two years of sales experience in the financial services industry.
- Demonstrate strong customer service, communication, and presentation skills.
- Exhibit a high level of performance, with the ability to work effectively with minimal supervision.
- A college degree is preferred.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year