Financial Consultant Assistant - Full Time
Job Description
Posted Thursday, October 3, 2024 at 4:00 AM
Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.
The Opportunity: We are seeking a full time Financial Consultant Assistant to provide comprehensive service and administrative support to a successful Financial Consultant.
What You'll Do:
- Process documents that relate to account opening and account servicing.
- Provide general administrative support using all required back-office systems and procedures.
- Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.
- Act as liaison with branch staff in promoting Investment Services' mission, and support attainment of branch investment revenue goals.
- Promote and support Investment Services and Financial Consultant sales and marketing efforts through support functions, including direct calls and assisting branch staff in referral efforts.
- Provide ongoing general coverage of Financial Consultant office in the absence of the Financial Consultant.
- Provide occasional after hours support of various Investment Services events such as seminars or evening call sessions.
What You'll Need:
- High school diploma or equivalent.
- Two years customer service experience, financial preferred.
- Current FINRA series 6 or 7 and 63 licenses preferred or ability to attain in 12 months.
- Consistent positive, cooperative, self-motivated, courteous, and professional attitude.
- Demonstrated ability to work in a team-oriented environment.
- Excellent interpersonal skills, including written and oral communication.
- Demonstrated ability to process documents with a high degree of accuracy and attention to detail.
- Assignment includes branch locations as required.
What We Offer:
- 401k plan match, dollar for dollar up to 4%
- Tuition reimbursement / Education assistance
- Medical, dental and vision insurance effective date of hire
- Health savings account (HSA)
- Flexible spending accounts for medical and dependent care expenses
- Wellness initiatives and reimbursements
- Pre-paid legal services plan
- Identity protection plan
- Short & long term disability plans paid for by company
- Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
- Pet Insurance
- Paid time off
- Paid holidays (~10 per year)
- Free financial planning assistance
- Paid lunch time
- Numerous fun employee events throughout the year
- Volunteer and community engagement opportunities
- Discounts with local and national companies through DFCU Perks
- Service / anniversary awards
- Employee discounts for company logo wear
- Recognition and awards for outstanding team and individual performance (branch and member service center employees)
- Employee referral payouts for recruiting your friends and family
- Ongoing training opportunities
Equal Opportunity Employer / Disabled / Veterans
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