Wealth Advisor

Job ID 10106737 Location Anaheim, California, United States Business Partners Federal Credit Union Date posted Nov. 19, 2024

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Job Summary:

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

Compensation Note

In addition to base pay listed below, this role is eligible for commissions.

The hiring base for CA is $62,400.00 per year. 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.

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About Partners Federal Credit Union:

For more than 50 years, Partners Federal Credit Union has delivered The Partners Difference to our more than 175,000 members, with the highest levels of service, value, access and convenience. Plus, a full array of financial products you’ll find at the biggest banks, including savings, checking, loans, wealth management and the latest in innovative account access. And always with an exclusive connection to The Walt Disney Company that ensures a level of quality unsurpassed in banking. Named one of the 2019 “Best Credit Unions to Work For” by Credit Union Journal, Partners is truly Cast Members serving Cast Members, creating a genuine bond and commitment to service that no other financial institution can match. Join and discover that at Partners, we honor membership for life — because members can confidently rely on us at every stage of it. And because of our connection to The Walt Disney Company, every person who works for Partners is also a Disney Cast Member/employee.

About The Walt Disney Company:

The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise that includes three core business segments: Disney Entertainment, ESPN, and Disney Experiences. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney’s stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished.

This position is with Walt Disney Parks and Resorts U.S., Inc., which is part of a business we call Partners Federal Credit Union.

Walt Disney Parks and Resorts U.S., Inc. is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identity, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law. Disney champions a business environment where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a constantly evolving world.

DISABILITY ACCOMMODATION FOR EMPLOYMENT APPLICATIONS

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 Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.

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Hiring Process

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Explore this Location Anaheim, CA

Anaheim, the home of Disneyland Resort and is at the center of family fun between Southern California theme parks and Orange County beaches, a place people go for year-round excitement and then are pleasantly surprised by the local culture and hidden gems.