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Licensed Financial Consultant

Description

Start a Rewarding Career with Alliant

Why Alliant?

We’re not a typical financial institution – we’re better. We’re an innovative, fun-loving, highly-engaged group of professionals that are committed to our company and the communities we do business in. We love to recognize and celebrate each other.


Over 90% of our employees say we are a great workplace that is focused on our mission, vision and the future of banking.

 

What will your day look like?

You will be responsible for combining personal skills, resources and product knowledge for the purpose of helping clients realize their financial goals. Must have the ability to attract, provide service and close business with clients. Responsible for assessing a client's circumstances and objectives, and based on those, provide individualized, highly strategic retirement/investment consulting. Access to a full range of wealth building, managing and preserving products - including mutual funds, stocks, bonds, IRAs, insurance, estate planning and many other services to offer to client base and the membership.


Responsibilities

Do you see yourself doing this?

  • Analyze investment opportunities and client needs, and recommend appropriate strategies
  • Take complex financial information and communicate it to clients in a manner that enables them to make informed decisions
  • Prepare the required paperwork to open brokerage accounts, mutual funds, annuities, etc.
  • Build client relationships based upon developing strategies to attain their financial goals through the use of financial planning and wealth management
  • Coordinate client review schedule, client surveys and newsletters with advisor associate or designated branch employee to retain clients    
  • Develop and cultivate your own client base
  • Prospect and service membership
  • Work closely with branch personnel in identifying opportunities for referrals
  • Ability to create a sales and marketing strategy for new client relationships      
  • Prepare and deliver presentations/seminars to members and prospects for business development purposes
  • Coordinate seminars and webinars in accordance with annual marketing plan
  • Works with advisor associate or branch personnel to prepare for seminar/webinar
  • Solid understanding of retirement industry trends, concepts, products and practices and a commitment to maintaining that knowledge
  • Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies

Requirements

What makes you a great fit?

You’ll be a great fit if in addition to the completion of a Bachelor’s degree, 5 years of business experience and proven track record of successful sales in interacting with clients and meeting their financial needs and you have:

  • FINRA Series 7, 65 and/or 66 (and Series 63 in states where required)
  • State Life/Health Licenses
  • Ability and willingness to pursue, CFP, ChFC, or CLU Designation
  • Strong multi-level relationship building skills; excellent verbal and written communication skills and the ability to work toward team and individual goals
  • Strong analytical and time management skills
  • A clean U-4 securities record is a must

When you’re happy, we’re happy!

As a thank you for joining our team, you’ll benefit from:

  • Competitive medical, dental, and free vision benefits
  • Competitive compensation plan
  • Contributions towards gym memberships
  • Generous PTO and banking holidays off

Still not convinced?

We’re on the list of 100 Best Medium Companies to work for, check it out here. For more details you can also visit our Glassdoor and LinkedIn profiles.

Job Snapshot

Location US-IL-Rolling Meadows
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Finance, Consultant, Accounting
Apply

Company Overview

Alliant Credit Union

As an Alliant Credit Union member, you will benefit from: High dividend payouts, much higher than from a bank. Superior, personal service. Easy to use products and services. That's because your savings account represents a share in ownership. Simply put, we are owned and operated by members. Unlike publicly-held financial institutions, Alliant is a not-for-profit cooperative, so our members are the shareholders. For more information, please visit: http://www.alliantcreditunion.org/ Learn More

Contact Information

US-IL-Rolling Meadows
Snapshot
Alliant Credit Union
Company:
US-IL-Rolling Meadows
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Finance, Consultant, Accounting
Store Type:

Description

Start a Rewarding Career with Alliant

Why Alliant?

We’re not a typical financial institution – we’re better. We’re an innovative, fun-loving, highly-engaged group of professionals that are committed to our company and the communities we do business in. We love to recognize and celebrate each other.


Over 90% of our employees say we are a great workplace that is focused on our mission, vision and the future of banking.

 

What will your day look like?

You will be responsible for combining personal skills, resources and product knowledge for the purpose of helping clients realize their financial goals. Must have the ability to attract, provide service and close business with clients. Responsible for assessing a client's circumstances and objectives, and based on those, provide individualized, highly strategic retirement/investment consulting. Access to a full range of wealth building, managing and preserving products - including mutual funds, stocks, bonds, IRAs, insurance, estate planning and many other services to offer to client base and the membership.


Responsibilities

Do you see yourself doing this?

  • Analyze investment opportunities and client needs, and recommend appropriate strategies
  • Take complex financial information and communicate it to clients in a manner that enables them to make informed decisions
  • Prepare the required paperwork to open brokerage accounts, mutual funds, annuities, etc.
  • Build client relationships based upon developing strategies to attain their financial goals through the use of financial planning and wealth management
  • Coordinate client review schedule, client surveys and newsletters with advisor associate or designated branch employee to retain clients    
  • Develop and cultivate your own client base
  • Prospect and service membership
  • Work closely with branch personnel in identifying opportunities for referrals
  • Ability to create a sales and marketing strategy for new client relationships      
  • Prepare and deliver presentations/seminars to members and prospects for business development purposes
  • Coordinate seminars and webinars in accordance with annual marketing plan
  • Works with advisor associate or branch personnel to prepare for seminar/webinar
  • Solid understanding of retirement industry trends, concepts, products and practices and a commitment to maintaining that knowledge
  • Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies

Requirements

What makes you a great fit?

You’ll be a great fit if in addition to the completion of a Bachelor’s degree, 5 years of business experience and proven track record of successful sales in interacting with clients and meeting their financial needs and you have:

  • FINRA Series 7, 65 and/or 66 (and Series 63 in states where required)
  • State Life/Health Licenses
  • Ability and willingness to pursue, CFP, ChFC, or CLU Designation
  • Strong multi-level relationship building skills; excellent verbal and written communication skills and the ability to work toward team and individual goals
  • Strong analytical and time management skills
  • A clean U-4 securities record is a must

When you’re happy, we’re happy!

As a thank you for joining our team, you’ll benefit from:

  • Competitive medical, dental, and free vision benefits
  • Competitive compensation plan
  • Contributions towards gym memberships
  • Generous PTO and banking holidays off

Still not convinced?

We’re on the list of 100 Best Medium Companies to work for, check it out here. For more details you can also visit our Glassdoor and LinkedIn profiles.

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