Investment Advisor

Astera Credit Union

111 S. Waverly Rd

Lansing, MI 48917

USA

Position Description

Investment Advisor

Overview:
In conjunction with America Group and LAFCU, Astera Credit Union is currently seeking qualified applicants for the position of Investment Advisor to provide exceptional investment services to the members of LAFCU and Astera Credit Union in the greater Lansing, MI area. This is a newly-created position and is an exciting opportunity for the right individual to help define the role and make it their own. We have a wealth of untapped opportunity in the investment services area. The ideal candidate will be someone with an entrepreneurial spirit, lots of passion and drive, and the financial expertise needed to help us achieve success in this area. The purpose of this job is to serve as the primary point of contact and source of new business generation for the Credit Unions’ current and prospective investment services members. Responsibilities include generating and servicing new investment services accounts while providing expert-level financial planning, guidance, investment management, and exceptional member service. Additional responsibilities include:
• Provide financial planning support to clients
• Prepare financial plans and check for accuracy
• Respond to prospective client queries about financial planning
• Assist in the development of plans for the investment services arms of the credit unions
• Maintain awareness of the latest legislative changes that may affect financial planning
• Plan and manage resources to build a productive financial planning practice

All of these tasks are necessary to achieve the credit union’s missions and strategic goals.

The Qualified Applicant Will Have:
• 1+ year(s) of investment services experience
• Bachelor’s degree in business administration, finance, or related field.
• Valid health and life license
• Valid Series 7, 66, and/or 63/65 licenses
• Knowledge of the investment services industry
• Solid understanding of financial planning concepts
• Excellent computer, interpersonal, communication, and sales skills
• Strong analytical and critical thinking skills
• Additional education and experience is also desirable.
• Must be available to work a minimum of 40 hours per week. Days and hours of work vary Monday through Saturday between the hours of 8:30am and 7:30pm. Evening and weekend work may be required as job duties demand.
• This job may require up to 75% travel.

Compensation and Benefits:
This is a full-time, commission-based, non-union position. For the first year in the role, there will be a forgivable draw against commission up to $40,000 however, there is no cap on earnings. After the first year in the role, the compensation will be 100% commission-based, again with no cap on earnings. Astera Credit Union offers an outstanding benefits package which includes health, dental, vision, 401(k), life, AD&D, short-term and long-term disability, FSA, EAP, tuition reimbursement, paid time off, paid holidays, and longevity bonus. Other benefits include:
• 10-15 Leads per week, plus referrals from branch staff.
• Great culture supported by LPL Financial and a local team of first responders.
• Compliance, training, marketing, business coaching and practice management, product vetting, and more are provided for the advisor.

About America Group:
Since 1982, America Group Retirement Strategy Centers has been one of the premier financial service groups at LPL Financial. Our reputation for integrity is based on the philosophy that all financial services should be looked at in the context of the client's best interest. We believe that our independent objectivity can mean a world of difference when planning for our client's future.

About Astera Credit Union:
To learn more about Astera Credit Union, please visit our website: https://www.asteracu.com/about-us/about-us.html.

About LAFCU:
To learn more about Astera Credit Union, please visit our website: https://www.asteracu.com/about-us/about-us.html.

Job Position Type
Staff
Application Deadline
Mar. 18, 2020