Financial Advisor
Job Posting for Financial Advisor at Royce Ashland Group
Responsibilities:
- Cultivate strong relationships with members by consistently using the prescribed sales process.
- Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.
- Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
- Present a professional image in all interactions both personally and professionally.
- Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
- Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.
- Meet or exceed individual production goals - with an appropriate product mix.
- Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
- In collaboration with the Credit Union, create and execute on an annual Marketing Plan.
- Attend and participate in Brokerage Service meetings, virtual and face to face, as scheduled.
- Other duties as assigned.
- Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
- Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
- Demonstrated ability to effectively build business relationships with diverse clients.
- Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.
- Life/Health License(s)
- Series 7, 63/65 and/or 66 Licenses.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
Sign up to receive alerts about other jobs that are on the Financial Advisor career path.
Click the checkbox next to the jobs that you are interested in.
Sign up to receive alerts about other jobs with skills like those required for the Financial Advisor.
Click the checkbox next to the jobs that you are interested in.
-
Account Reconciliation Skill
-
Income Estimation: $65,191 - $105,856
-
Income Estimation: $69,927 - $98,038
-
-
Business Valuation Skill
-
Income Estimation: $93,832 - $115,896
-
Income Estimation: $114,516 - $145,869
-
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles
Skills Library
Not the job you're looking for? Here are some other Financial Advisor jobs in the Hauppauge, NY area that may be a better fit.
We don't have any other Financial Advisor jobs in the Hauppauge, NY area right now.
Ameriprise Financial Services, LLC, Hauppauge, NY
Fifth Avenue Financial, Bellport, NY