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Job SummaryAs a member of Mountain America’s wealth management team, you will collaborate with MACU branches and with a third-party broker dealer to provide comprehensive wealth management solutions to our members. This role is pivotal in delivering personalized financial guidance, enhancing member relationships, and assisting them with defining and achieving their financial dreams.Job DescriptionThe Wealth Advisor II role is responsible for supporting 2 or more Mountain America branches and for showing proficiency in the following areas:
- Member Engagement: Maintain and deepen long-term relationships with credit union members, understanding their financial needs, goals, and risk tolerance. This calls for periodic reviews and providing education to members. Document all interactions within a CRM system and follow up promptly on all member inquiries. Financial Planning: Develop comprehensive plans that align with members' objectives, including retirement planning, education funding, tax considerations, estate planning, and insurance needs. Acting in a fiduciary capacity, make product recommendations to improve the financial situations of members and monitor for changes as needed.
- Sales and Business Development: Identify opportunities to grow the wealth management program and the overall credit union, including cross-selling credit union products and services and generating referrals. Maintain productive relationships with the branches you serve and educate branch partners on wealth management principles to encourage branch referrals.
- Compliance: Adhere to all regulatory requirements and ethical standards, maintaining a high level of professionalism and integrity in all member interactions.
- Maintain accurate and up-to-date records of member interactions and financial plans in accordance with compliance and broker dealer requirements.
- Growth and Development: Continually enhance skills and stay updated on industry trends to provide cutting-edge financial advice and solutions.
KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
Minimum of 3 years of relevant experience or completion of an accredited college program.
Education
An bachelor’s degree from an accredited institution, or enrollment in an accredited college program, or 3 years in a related field
Licenses/Certifications
Required: SIE (Securities Industry Essentials), Life Insurance, Series 7, and Series 63 & 65 (or 66 in place of 63 & 65).
Certificates such as an MBA, CFP, RICP, CHLU or CHFC preferred
Computer/Office Equipment Skills
Advanced Microsoft Office Suite, Outlook, ability to learn applicable software required for role.
Managerial Responsibility
Has no managerial/ supervisory responsibilities.
Language Skills
Must have the ability to read and interpret documents such as safety rules, operating and maintenance instruction, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of employees, members, or clients.
Other Skills and Abilities
Experience providing investment guidance and advice to members.
Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.
Degrees and/or certificates such as an MBA, CFP, CHLU or CHFC.
Proven leadership in regards to training and developing lesser experienced staff members and Licensed Branch Employees. Proven history of consistently exceeding annual goals. Ability to effectively communicate and coach while responding to all member inquiries in an efficient manner. Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities. Thorough understanding of economic principles and compliance standards. Ability to multi-task many high priority tasks.
PHYSICAL ABILITIES / AND WORKING CONDITIONS
Physical Demands
Occasionally reaches with hands and arms, climbs or balances, tastes or smells. Frequently Stands, walks, uses hands to handle or feel, talks and sits.
Vision Requirements
Depth perception and the ability to adjust focus, close vision, distance vision, color vision, and peripheral visual acuity is required
Weight Lifted or Force Exerted
Frequently lifts up to 25 pounds, occasionally lists up to 50 pounds.
Environmental
Office type work environment
Noise Environment
Moderate noise level
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Skills Required
- At least 3 years of relevant experience or completion of an accredited college program
- Bachelor's degree from an accredited institution, enrollment in an accredited college program, or 3 years of related experience
- Securities Industry Essentials (SIE) certification
- Life Insurance license
- Series 7 license
- Series 63 and Series 65 licenses, or Series 66 license
- Advanced Microsoft Office Suite and Outlook skills
- Experience providing investment guidance and advice to members
- Demonstrated superior sales achievement while maintaining high ethical standards
- Knowledge of investment and insurance products, including mutual funds and annuities
- Understanding of economic principles and compliance standards
- MBA, CFP, RICP, CHLU, or CHFC certification or degree
Mountain America Credit Union Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mountain America Credit Union and has not been reviewed or approved by Mountain America Credit Union.
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Healthcare Strength — Company materials indicate substantial employer-paid medical coverage with multiple plan options plus HSA/FSA access. Dental and vision are offered at low employee cost, and income-protection benefits like disability and life insurance are included.
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Retirement Support — A 401(k) with company match is available immediately upon enrollment. Feedback suggests retirement benefits are a dependable cornerstone of the package.
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Leave & Time Off Breadth — The program includes numerous paid holidays and PTO that increases with tenure for both full- and part-time staff. Feedback suggests vacation and holiday benefits are a relative strong point.
Mountain America Credit Union Insights
What We Do
It may be our story, but it's all about you. Mountain America Credit Union first opened its doors in the 1930s with a commitment to guiding our members to achieve their financial dreams. Today, our essence—guidance—remains the focal point of our identity. It’s a purpose-driven identity to ensure that everything we do moves you safely along your journey. Call it a path, a trail, or simply a way through. Sometimes it's arrow straight. Other times it has unexpected twists and turns that require knowledge of the road ahead. From wherever you are to where you see yourself going, there is a clear way forward. It's life's financial journey, and we're here to guide you every step of the way. As your financial partner, we'll help outfit you with the tools for the journey ahead—like convenient, flexible products and services designed around how you really live, as well as sound, timely advice to help steer you around any obstacles. This is your journey. Let's begin together, right here. Equal Housing Lender. Insured by NCUA.
