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Advisor Associate

Company: Greenstate Credit Union
Location: Iowa City
Posted on: October 9, 2019

Job Description:

GreenState Credit UnionAdvisor AssociateUS-IA-Iowa CityJob ID: 2019-2167Type: Regular Full-Time# of Openings: 3Category: Wealth ManagementOverview Supports sales, service, and practice management needs of a designated group of Wealth Advisor(s). Able to assist members with all levels of securities transactions and service needs, as well as conduct client appointments. Works closely with advisors' existing books of business, new clients, and prospects. Requires extensive knowledge of the Wealth Management team's process, products, and breadth of services available. This role includes the opportunity for development into a production role. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.Ensures confidentiality of member information.Provides a high level of specialized sales and service support to assigned advisor(s) and existing client base, assisting with practice management projects and fulfilling advanced member securities, transaction, and service requests.Possesses the knowledge and experience to make servicing and operations decisions independently and works closely with assigned advisors to develop and implement suitable client recommendations.Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union ad UICCU Wealth Management.Follows the established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to customers under the same circumstance we would demand for ourselves.Follows the established guidelines for communicating with members and conducts securities business in accordance with company practices, SEC and FINRA requirements.Attends all required trainings and informational meetings as scheduled.Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis.May establish/retain client accounts under the oversight of the OSJ or OSJ Delegate. Qualifications Bachelor's degree or higher preferred and 3 years of relevant securities industry experience.Possess or obtain Series 7, Series 66 (or Series 65 and Series 63) licenses within 120 days of hire.Must be able and willing to work a flexible schedule as need to accomplish all duties.Ability to identify and solve problems, prioritize and organize a wide variety of assignments, duties, and large volumes of detail.Ability to develop sound relationships with other individuals or companies, dealing with issues of a personal or sensitive nature.In addition to a conscientious nature, a significant level of interpersonal skills is required with the ability to influence and/or sell ideas or services to others.Ability to promote and represent GreenState Wealth Management, the Credit Union, and its products and services available.Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.High level of accuracy and attention to detail.Must be bondable. Reporting RelationshipReports to the Wealth Advisor/Director of OperationsSupervisory ResponsibilitiesThis position is not responsible for the supervision of other employeesEqual Opportunity Employment StatementGreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union.Apply HerePI113199198

Keywords: Greenstate Credit Union, Iowa City , Advisor Associate, Other , Iowa City, Iowa

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