Wealth Management Team Associate

Workers’ Credit Union is seeking a Wealth Management Team Associate to provide coordinated sales and service support to our Retirement Planning and Investment Center (RPIC) team. This position is primarily located in Lunenburg MA, however there is flexibility to allow for a hybrid schedule, working remotely as agreed upon. 

 Responsibilities include direct and indirect communication with credit union members, prospects, and existing clients in our efforts to identify and recommend individually tailored financial planning strategies utilizing appropriate investment and insurance product solutions towards achieving our clients desired short-term and long-term financial goals. We provide these services primarily throughout north central Massachusetts. 

When you join Workers’ Credit Union, you enjoy numerous benefits:

• Work from anywhere with flex hours: Depending on your role, set a schedule and location that works for you and your team.
• Paid Time Off (PTO): In addition to all Federal holidays, get a generous amount of PTO to use however you need. Plus, get an extra day to enjoy your birthday!
• Compensation: Benefit from a competitive salary, 401(k) match, and a bonus program based on the success of the credit union.
• Insurance: We’ve got you covered starting the first day of your employment with medical, dental, and vision insurance.
• Professional Development and Tuition Assistance: In addition to special career development and personal growth programs, take advantage of financial assistance toward a business-related degree or courses.

Desired Qualifications:

• Two or more years of administrative office experience in a financial service or sales environment preferred.
• Licenses and Registrations: MA certified Life, Accident, & Health Insurance license and current FINRA Series 6 & 63 or Series 7 licenses, or to be obtained within 6 months.
• Client-focused and customer service oriented
• An excellent listener with strong communication skills, both verbal and written
• Solid knowledge of mutual fund operations, procedures, transfers and general workings of both transfer houses and fund-direct companies. 
• Sales-oriented, strong work ethic and self –motivated.
• Strong interpersonal skills. Excellent written and oral communication skills required.
• Proficiency with computer applications software including MS Word, Excel and PowerPoint.

General responsibilities:

• Assist the Program Manager, Financial Advisors, and credit union employees with efforts to promote RPIC services to help increase productivity through marketing and direct prospecting efforts, including the development and execution/delivery of marketing materials and campaigns, monthly newsletters and client communication pieces, and educational webinars/seminars and client appreciation events. This also includes submitting materials for broker-dealer compliance approval prior to use.
• Provide administrative sales support for the RPIC in-branch Financial Advisors, including follow-up with existing clients, accurately completing client paperwork and data input, and other administrative tasks as needed. Process client trade transactions as requested possibly including selection of funds for redemption.
• Be the initial point of contact of the department by answering calls or chats from credit union employees, members, and clients on inquiries or requests for assistance from RPIC.  
• Handle routine client inquiries; effectively working with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and client satisfaction.
• Help prospect for new clients and ascertain the potential needs of these clients. Proactively make outbound calls to members identified as potential leads, and to existing clients from advisors’ book of business.
• Explore opportunities among un-assigned book of business. Identify and evaluate potential needs for financial services. Promote financial advisors and RPIC services to schedule qualified financial planning appointments. Incorporate “The Workers Way” program by making introductions to the Relationship Managers and branch employees when other credit union products and services may be appropriate.

Workers Credit Union is an Equal Opportunity Employer

**Representatives are employed by Workers’ Credit Union and registered through CFS (Member FINRA/SIPC).  To learn more about CUSO Financial Services, LP visit www.cusonet.com.