Wealth Advisor - Military veterans preferred

Liberty FCU is currently seeking a professional Wealth Advisor to join the credit union’s wealth management team (Liberty Wealth Services) at our Hendersonville office, located at 580 Soaring Eagle Way, Hendersonville, TN 37075. This individual will also be working with our Bowling Green, KY branches as well. The successful candidate must build strong relationships and provide excellent service to members, clients, credit union staff and any affiliated company. Applicants must have excellent written and verbal communication skills and have the ability to generate business inside and outside of the credit union membership. Candidates must be able to work effectively in a team environment and independently. Gaining knowledge of Liberty Wealth Services and the credit union’s products and services is essential to candidates success. Applicants must have series 7, 66, and 63 licenses as well as life and health.

Duties and responsibilities include but are not limited to the following:

• The ability to service an existing book of business upon hire.
• Gain full understanding of credit union members' financial and personal goals and put the customer needs first while working with them to identify, execute and follow up on opportunities to gather additional client assets.
  
• Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
• Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
• Adhere to all Financial Industry Regulatory Authority (FINRA) and insurance rules and regulations, as well as to all company policies.
• Achieve sales and revenue goals and meet certain professional growth and development goals.
• Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.
• Participate in execution of local marketing development plan.
• Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.
• The opportunity to create client solutions without proprietary products.

Job Requirements:

• FINRA SIE, Series 6, and 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred
• Life/health and variable insurance licenses
• Three years financial services sales & service experience preferred
• Strong people, sales and relationship skills
• Proven verbal and written communication skills
• Self-starter eager to develop and expand knowledge

Liberty Wealth Services brokers through LPL, this partnership includes:

• Access to LPL proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

For individuals new to this role:

• Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.

Benefits and Compensation:

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.