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VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA

External
vacu logoVacu · Richmond, VA
Full-timeOn-site3w ago
ComplianceMentoring
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Requirements

  • EDUCATION AND EXPERIENCE
  • Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience.
  • Outstanding verbal, written and listening communication skills. Superior customer service skills. Master at building relationships with customers.
  • Ability to quickly compile, verify and calculate information to provide solutions and recommendations. Product knowledge.
  • COMMUNICATION SKILLS
  • Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Benefits

Full package includes health and retirement benefits, and life and long-term disability insuranceVirginia Credit UnionAmeriprise FinancialAs an Ameriprise employee, you may leverage our corporate support system to help run your program at one of our financial institution partners. Some of the benefits for financial advisors in the managed program may include:Comprehensive employee benefitsBranding opportunities and proven turnkey marketing programsLocal and national support, including accessible leaders and teams of specialistsOffice space located onsite at a financial institutionPeer-to-peer mentoring, plus training and coaching - including CFP® certification supportRegular contact with regional leaders and colleagues - offering opportunities for sharing best practicesEnjoy the financial rewardsHealth insurancePerformance bonus

Additional Information

Job Description: VACU Investment Group (VACUIG) is expanding our wealth management team throughout Virginia- Greater Richmond Area, Blacksburg, Roanoke, Harrisonburg, VA Beach, Norfolk Williamsburg & Lynchburg. The role of the investment consultant is to establish value-added relationships with VACU members , to understand their financial needs and to offer solutions for those needs. VACUIG is in partnership with Ameriprise Financial Group (AMPF) who serves as our Broker/Dealer. The candidate for this position will be an employee of AMPF., working within the VACU branches. ESSENTIAL DUTIES AND RESPONSIBILITIES Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time. Perform any other related duties as required or assigned.

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