Job Summary: Responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, then developing financial goals and creating financial plans to assist them in meeting their goals.
Principal Responsibilities
- Meets with clients and prospects. Collects and analyzes information regarding the members' income, assets, investments or debts. Determines financial goals with the members. Ascertains which financial products best meet the members' needs and financial circumstances in order to achieve those goals. After careful consideration, advises the member regarding the advantages and disadvantages of different financial products, including insurance and investment products.
- Prepares for client meetings, creates financial plans, and creates portfolios.
- Works on the business with the Client Ser *** Associate (CSA) (where applicable). Markets the Partners financial products, builds branch relations, determines ways to improve business and client service, and plans for future client interactions (client appreciation, client lunches, seminars, etc.)
- Researches new products, keeps up with economic data.
Required Qualifications
- 3-5 years relevant work experience
- Series 7
- Series 63 and 65 or 66
- State Insurance License
- Microsoft Office Suite
- Financial Services experience
- Experience in personal finance planning
- Independent Decision Making
- I *** uence and Negotiation
- Good Judgment, Problem Solving Skills
- Flexibility
- Work, Think and Act Independently
- Initiative
- Organized / Good Time Manager
- Responsibility
- Relationship Building
- Ability to work on multiple projects at one time
- Detail-oriented
- Goal-oriented
- Passion for learning
- Teamwork
- Analytical
- Basic Math
- Co *** ict Resolution
- Customer Service
- Interpersonal
- Phone Skills
- Reading
- Sales
- Verbal and Written Communication
Preferred Qualifications
- CFP
- LPL Client Works
- Goldmine
The hiring range for this position in California is $52,562 to $70,510 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units will be part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
var jobInfo = { category: 'Banking', location: 'Anaheim, California, United States; Burbank, California, United States', req: '10044218', }
About Partners Federal Credit Union: For more than 50 years, Partners Federal Credit Union has delivered The Partners Difference to our more than 175,000 members, with the highest levels of service, value, access and convenience. Plus, a full array of financial products you'll find at the biggest banks, including savings, checking, loans, wealth management and the latest in innovative account access. And always with an exclusive connection to *** that ensures a level of quality unsurpassed in banking. Named one of the 2019 "Best Credit Unions to Work For" by Credit Union Journal, Partners is truly Cast Members serving Cast Members, creating a genuine bond and commitment to ser *** that no other financial institution can match. Join and discover that at Partners, we honor membership for life - because members can confidently rely on us at every stage of it. And because of our connection to *** , every person who works for Partners is also a *** Cast Member/employee.
About *** : *** , together with its subsidiaries and affiliates, is a leading diversified international family entertainment and *** enterprise with the following business segments: *** Entertainment, *** , *** Parks, and Experiences and Products. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, *** proudly continues its legacy of creating world-class stories and experiences for every member of the family. *** 's stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished.
This position is with *** Enterprises, Inc. , which is part of a business we call Partners Federal Credit Union .
*** Enterprises, Inc. is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. *** fosters a business culture where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a rapidly changing world.