Wealth Advisor Associate

When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly-a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us. Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality.

The purpose of this role is to support a partnered Wealth Adivsor by providing financial planning services and when appropriate recommend investment or insurance products to prospective and existing clients. The Wealth Advisor Associate handles financial planning situations that may include portfolio reviews, analysis and assessments, pre/post retirement planning, and asset allocation strategies.The Wealth Advisor Associate will build member relationships based on individualized needs analysis, prepare customized financial solutions by offering an array of products and services best suited to meet needs. The role will deliver a diversified set of brokerage, investment, and insurance solutions with a Financial Planning mindset. Additionally, the role will provide, prioritize and execute recommendations to include documenting member interactions, preparing paperwork, placing trades, opening/servicing accounts, ensuring all paperwork is in good order, coordinating signatures and submitting referrals to business partners. The role will also maintain contact with clients and continuously monitor portfolio performance to review financial recommendations. Finally, the role will maintain compliance with all credit union, NCUA, broker dealer, agency, and FINRA policies and regulations.

This is a 100% in office opportunity that would require you to be based at one of our branches in the Berks or Lancaster county area.

SKILLS
* Strong communication and interpersonal skills to work effectively with credit union personnel, members, community, and regulatory agency representatives
* Ability to successfully identify and offer sales opportunities
* Self-starter eager to develop and expand knowledge
* Familiarity with PCs and applicable software

COMPETENCIES
* Effective knowledge
* Accountability and self-management
* Teamwork and leadership
* Communication
* Innovation and problem-solving

WORKING CONDITIONS/PHYSICAL DEMANDS
* Ability to communicate effectively in English, both orally and in writing
* Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
* Ability to sit for extended time periods
* Sufficient manual skill for operation of PC keyboard and other standard office equipment
* Ability to travel, including occasional overnight travel
* Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

1-3 years of related experience

This role is 100% commission-based position.

At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below.

Company Culture is at Our Core

If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us.

What WE Believe

Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.

Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life's moments and milestones.

Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

Company Perks: Quick Reference

*Competitive compensation with career growth opportunities, job security, annual increases and bonus potential
*Nationally recognized 401K with up to 10% company match that helps you prepare for your future
*A multitude of benefits and incentives to stay mentally and physically healthy
*Associate Tuition Assistance - WE may help cover the cost for your continuing education courses or degree
*Affordable cost sharing arrangement for three different medical plans, dental plan and vision plan
*11 paid holidays and plenty of paid time off for life, vacations, staycations, and rest
*WE commit to providing a healthy work/life balance - to support all the other parts of life that are important to you
*WE cover visits to our confidential Employee Assistant Program for many difficult situations that life may throw your way
*With faM1ly always in our forefront, we offer Paid Parental Leave (for both mothers and fathers) to help support your time off to bond with your new child
*Make an impact through volunteering with one of our local charities or enjoy networking with our members at a local community event
*WE provide a strong commitment to our associates with our dedication to providing professional development, leadership training & coaching opportunities
*Opportunities to plan events, enhance recognition programs, network, and connect with other associates (both virtually and in-person) by joining or leading one of our four established Associate Resources Groups (ARGs)
*Women in Leadership
*Diversity, Inclusion and Belonging
*Care Connections
*PEER (Peer Experience, Engagement and Recognition)
*Mandatory fun? Yes, please. Enjoy team building, special events, and our faM1ly atmosphere

Join a company that grows with you - personally and professionally

Members 1st provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.