Westmark Credit Union

Eagle , ID
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Financial Advisor

Westmark Credit Union
Eagle, ID Full time
Posted on September 22, 2017

Westmark Credit Union is seeking a Financial Advisor in the Boise area. Qualified applicants will possess the following: - Series 7 and 66 securities licenses - Life and disability insurance licenses - Proven track record and experience in sales - minimum of 3 years experience in the financial services industry including financial planning and stock trades - High level of self-motivation The opportunity is unique in that the right candidate will enjoy being an employee of Westmark including access to a great salary/commission package as well as full benefits.

 

Financial Advisor Job Duties:

 

contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises

conducting in-depth reviews of clients' financial circumstances, current provision and future aims

analysing information and preparing plans best suited to individual clients' requirements

completing risk analyses

researching the marketplace and providing clients with information on new and existing products and services

designing financial strategies

assisting clients to make informed decisions

researching information from various sources, including providers of financial products

reviewing and responding to clients changing needs and financial circumstances

promoting and selling financial products to meet given or negotiated sales targets

negotiating with product suppliers for the best possible rates

liaising with head office and financial services providers

communicating with other professionals, such as estate agents, solicitors and valuers

keeping up to date with financial products and legislation

producing financial reports

contacting clients with news of new financial products or changes to legislation that may affect their savings and investments

meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.