Financial Consultant, Waltham, MA, Full-Time

Schedule

Mon - Fri: 8 AM - 5 PM (40 Hours) COMISSION BASED.

What You’ll Do

Responsible for helping our members achieve their long-term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Review member needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs
• Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.
• Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.
• Development and sustain strong branch relationships.
• Maintain a regular presence in assigned branches.
• Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.
• Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
• Cross-sell DCU products and services as appropriate.
• Perform other job-related duties as assigned by Managers(s).

What You’ll Need

• Bachelor's Degree
• 5 to 7 years of experience in financial services
• Current FINRA Series 7 and 66 registrations
• Established track record of sales accomplishments
• Life, Accident and Health insurance licenses or the ability to obtain within 6 months of hire

What We Do

DCU is the largest credit union headquartered in New England – serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.

 

We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.

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