Wealth Advisor

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 Service 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

Minimum 3 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

Influence 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

Conflict Resolution

Customer Service

Interpersonal

Phone Skills

Reading

Sales

Verbal and Written Communication

Preferred Qualifications

CFP

LPL Client Works

Goldmine

The hiring base for CA is $62,400.00 per year plus commissions earned. 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 could 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.

Job ID:

Location: Burbank,California

Job Posting Company: Partners Federal Credit Union

The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email

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