Financial Advisor (Stockbridge/Marietta, GA)
Company: Vystar Credit Union
Location: Stockbridge
Posted on: April 18, 2024
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Job Description:
At VyStar, we offer competitive pay, an excellent benefit
package that includes a 401(k) Plan, an extensive paid technical
and on-the-job training program, and tuition
reimbursement--available to all full and part time employees. Part
time positions start at a minimum of 30 hours per week.We encourage
you to become a part of VyStar Credit Union's family of
employees.Financial Advisor (Stockbridge/Marietta,
GA)ACCOUNTABILITY STATEMENT A VyStar Investment Services Financial
will offer financial solutions through a wide variety of products
and services to members. This task will be accomplished through the
use of a Total-Needs Based selling approach. A Financial Advisor
will help members identify financial goals and objectives from in
depth fact finding process and financial analysis which will
identify appropriate insurance and securities products to meet
member's goals and objectives. Establishing a relationship with
continuous periodic reviews is an essential part of the Total-Needs
Based Sales process. A VyStar Investment Services Financial Advisor
will present a professional image and cultivate a strong working
relationship with credit union staff and members.ESSENTIAL JOB
FUNCTIONS****The Financial Advisor can be based in Stockbridge or
Marietta***** Present a professional image from a personal and
professional level that will be beneficial to VyStar Credit Union.*
Cultivate strong working relationships and build trust among VCU
staff and members.* Consistently generate a minimum of 15-20
appointments/interviews per week with members.* Follow the sales
process and procedures as established through VyStar Investment
Services' broker-dealer.* Follow the established insurance and
securities compliance guidelines, and strictly adhere to all
company policies.* Follow established policies and procedures of
ethical market conduct. Conduct business according to high
standards of honesty, fairness, and integrity and render service to
members which in the same circumstance we would demand for
ourselves.* Follow the established guidelines for maintaining
client files in accordance with company practices and FINRA
requirements.* Meet or exceed the minimum revenue standards, as
outlined in the Financial Advisor Employment Agreement, along with
a breadth product mix to meet all financial needs of members. This
product mix should be well diversified to show that the Financial
Advisor is uncovering the needs of our members. Meet VCU cross
selling goals through the use of VyStar Excellence.* Attend all
required training, informational meetings scheduled by VIS and VCU
management.* Complete and submit weekly activity reports promptly*
Identifies potential clients using advertising campaigns, personal
contacts and seminars.* Interviews clients to determine financial
position, resources, assets available to invest, and financial
goals.* Provides clients with information and advice on purchase or
sale of securities, financial services, investment plans and
insurance products.* Opens and services new accounts.* Completes
sales and routes documents for processing.* Reads status reports
and performs calculations to monitor client accounts and verify
transactions.* Develops and implements financial plans.* Builds
long-term financial advisory relationships with clients.* Is
accountable for learning all VCU products and services and is
expected to reciprocate referrals to the members' services network
for the various needs uncovered through the fact finding process.*
Maneuvers and manages databases and resources on computer.*
Conducts offline or online research to resolve client problems.*
Assures area is in compliance with pertinent laws and regulations.*
Performs other essential job-related duties as assigned by
Management, subject to reasonable accommodations.VYSTAR
EXCELLENCEIncumbent is expected to demonstrate each of the
following VyStar Excellence behaviors in performing the duties and
responsibilities of their job:* Focus Focus your full attention by
carefully listening to and observing client or member.* Connect
Consistently be friendly and approachable. Demonstrate your care.*
Understand Listen empathetically and ask questions (70%/30% rule).*
Counsel Recommend solutions based on your member's needs and
objectives.* Advance Ensure that member's expectations were
exceeded.Verify necessary follow-up actions.JOB KNOWLEDGE, SKILLS &
ABILITIESRequired:* Ability to solve practical problems and deal
with a variety of concrete variables in situations where only
limited standardization exists.* Complete knowledge of investment
and insurance products.* Ability to interpret a variety of
instructions furnished in written, oral, diagram, or schedule
form.* Knowledge of applicable state and federal laws and
regulations.* Series 7, 63, 65 or 66* Life and Health and Variable
Annuity insurance license within 90 days of employment* Other
securities licenses as neededPreferred:* Commitment to ongoing
educational designations such as the CRPCEDUCATIONRequired:*
Bachelor's degree in a related field is preferred, but not required
if the applicant has 2 years of sales experience per year of
bachelor's degree.* 2-5 years proven financial services sales
success experience.DISCLAIMERS AND WORK ENVIRONMENTNothing in this
position description is an implied contract for employment. The
position description is intended to be an accurate account of the
essential functions. The functions are not all encompassing and are
subject to change at any time by management.The work environment
characteristics described are representative of those that an
employee encounters while performing the essential functions of
this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.As
required or requested, may exert up to 20 pounds of force
occasionally and/or a negligible amount of force constantly to
lift, carry, push, pull or otherwise move objects.VyStar Credit
Union is not seeking outside assistance or accepting unsolicited
resumes from staffing agencies or search firms for employment or
contractor opportunities. Any resumes submitted by an outside
vendor to any employee at VyStar via e-mail, internet, or directly
to hiring managers without a valid written search agreement with
the Talent Acquisition / HR department will be deemed the sole
property of VyStar Credit Union. No placement fee will be paid if a
candidate is hired as a result of the referral, or through other
means.Thank you for your inquiry regarding our current job opening.
Your resume will be carefully reviewed against the position
requirements. Should your experience and skills match, you will be
contacted by one of our Human Resources department staff
members.Thank you again for your interest in this position!VyStar
Credit Union Human Resources
Keywords: Vystar Credit Union, Atlanta , Financial Advisor (Stockbridge/Marietta, GA), Accounting, Auditing , Stockbridge, Georgia
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