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Investment Advisor

Company: South Carolina Federal Credit Union
Location: Charleston
Posted on: August 15, 2019

Job Description:

South Carolina Financial Solutions (subsidiary of South Carolina Federal Credit Union) is currently seeking an Investment Advisor to join our team of outstanding professionals in the Charleston metro area.

Duties include but are not limited to:


  • Identify and evaluate customer and employee needs for financial services, assess the objectives and goals of the individual, then develop an investment strategy to implement.
  • Proactively market and support all aspects of assigned credit union.
  • Identify and develop relationships with Wholesalers.
  • Develop and maintain long-term relationships based on trust and respect for clients, employees and members.
  • Follow through on the sales goals set forth by the Investment Program.
  • Periodically meet with clients to review and update client needs ensuring investment objectives and goals are progressing according to plan.
  • Follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.
  • Work with Financial Center Managers and staff to identify and leverage cross-sell opportunities.
  • Drive investment and credit union integration initiatives, e.g. call nights, branch training, etc.
  • Actively participate in training activities, coaching sessions, and meetings.
  • Support and promote teamwork among all areas of the credit union.
  • All other duties and responsibilities as assigned.

    Minimum requirements include:

    • A minimum of three years' experience as a licensed registered sales representative.
    • Possess FINRA Series 7 and Series 66 or 65.
    • Possess State Life and Health Insurances licenses.
    • Possess in-depth investment and sales skills.
    • Ability to work independently and make sound business decisions.
    • Basic mathematical skills.
    • Strong presentation skills.
    • Possess a High School Diploma or GED.

      NOTE: Relevant military experience is considered for veterans and transitioning service men and women.

      Equal Opportunity Employer

Keywords: South Carolina Federal Credit Union, Charleston , Investment Advisor, Other , Charleston, South Carolina

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