Wealth Advisor

Requirements

• Minimum of 2 years of relevant experience or completion of an accredited college program.
• Education
• A Bachelor's degree from an accredited institution, or enrollment in an accredited college program, or 2 years in a related field
• Licenses/Certifications
• Required within 90 days if not active upon hiring: SIE (Securities Industry Essentials), Life Insurance, Series 7, and Series 63 & 65 (or 66 in place of 63 & 65).
• Computer/Office Equipment Skills
• Advanced Microsoft Office Suite, Outlook, ability to learn applicable software required for role.
• Managerial Responsibility
• Has no managerial/supervisory responsibilities.
• Language Skills
• Must have the ability to read and interpret documents such as safety rules, operating and maintenance instruction, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of employees, members, or clients.
• Other Skills and Abilities
• Ability to effectively communicate and coach while responding to all member inquiries in an efficient manner.
• PHYSICAL ABILITIES / WORKING CONDITIONS
• Physical Demands
• Occasionally reaches with hands and arms, climbs or balances, tastes or smells. Frequently Stands, walks, uses hands to handle or feel, talks and sits.
• Vision Requirements
• Depth perception and the ability to adjust focus, close vision, distance vision, color vision, and peripheral visual acuity is required.
• Weight Lifted or Force Exerted
• Frequently lifts up to 25 pounds, occasionally lists up to 50 pounds.
• Environmental
• Office type work environment
• Noise Environment
• Moderate noise level
• ***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
• Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Benefits

Additional Information

Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner. Job Summary As a member of Mountain America's wealth management team, you will collaborate with MACU branches and with a third-party broker dealer to provide comprehensive wealth management solutions to our members. This role is pivotal in delivering personalized financial guidance, enhancing member relationships, and assisting them with defining and achieving their financial dreams. Job Description LOCATION Meridian Ten Mile Rd Branch 6161 North Ten Mile Road Meridian, ID 83642 *This team member will support nearby branches as well. SCHEDULE Monday-Friday 9:00am-6:00pm The Wealth Advisor I role partners with a more seasoned advisor to assist in providing exceptional experiences to credit union member by showing proficiency in the following areas: Assist with data entry, account servicing, and branch trainings. As needed, attend joint appointments with clients. Partner with a tenured advisor to learn and develop the skills below: Member Engagement: Maintain and deepen long-term relationships with credit union members, understanding their financial needs, goals, and risk tolerance. This calls for periodic reviews and providing education to members. Document all interactions within a CRM system and follow up promptly on all member inquiries. Financial Planning: Develop comprehensive plans that align with members' objectives, including retirement planning, education funding, tax considerations, estate planning, and insurance needs. Acting in a fiduciary capacity, make product recommendations to improve the financial situations of members and monitor for changes as needed. Sales and Business Development: Identify opportunities to grow the wealth management program and the overall credit union, including cross-selling credit union products and services and generating referrals. Maintain productive relationships with the branches you serve and educate branch partners on wealth management principles to encourage branch referrals. Compliance: Adhere to all regulatory requirements and ethical standards, maintaining a high level of professionalism and integrity in all member interactions. Maintain accurate and up-to-date records of member interactions and financial plans in accordance with compliance and broker dealer requirements.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at macu? Share your experience