Wealth Advisor

Company: Lighthouse Credit Union
Location: Berlin
Posted on: April 21, 2025

Job Description:

Voted Forbes list of America's Best In-State Credit Unions 7 years in a row!

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

Position: Wealth Advisor

Location: Berlin, NH (Hybrid)

OUR LEADERSHIP PHILOSOPHY

At Lighthouse Credit Union, we believe all individuals, regardless of position level, are considered leaders. By providing a framework that balances clarity with adaptability, our Leadership Competencies aim to foster a culture of continuous growth and agile leadership. Lighthouse Credit Union is committed to embracing change, nurturing leadership talent, and ensuring our performance management practices are aligned with our vision of fostering a resilient and forward-thinking organization.

POSITION SUMMARY

The Wealth Advisor position is responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. In addition, this role establishes value-added relationships with clients and prospects to understand their financial needs and to offer solutions for those needs. Using independent judgment and autonomy, the Wealth Advisor should be able to meet basic client investment needs, including growing and protecting assets, funding for a secure retirement, funding for child's or grandchild's education, growth above inflation and taxes, protection of assets form unexpected/large scale healthcare expenses, and protection of assets from estate taxes.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

Meets and profiles prospective clients, reviews investment goals, prepares presentations, recommends investment products, follows up on client contacts, and helps customers meet their needs through the sale of investment and securities products.
Provides investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
Builds strong relationships with customers of the institution, profiles and executes on new business, effectively works an existing book of business, assesses customer needs, and recommends the right combination of products and solutions by consistently using the prescribed sales process.
Achieves sales and revenue goals and meets certain professional growth and development goals.
Organizes and assists with the delivery of branch seminars and ensures appropriate follow-up to these events.
Participates in execution of local marketing development plan.
Adheres to all FINRA and insurance rules and regulations, as well as to all company policies.

JOB SPECIFICATIONS

Three years financial services sales & service experience preferred.
Analytical ability to comprehend complex products, services, and related regulations.
Must be proficient with personal computers, spreadsheets and selecting databases.
Self-starter with high motivation and strong interpersonal skills.

EDUCATION, TRAINING & EXPERIENCE

Equivalent to a college degree (BS or BA in relevant field).
FINRA Series Securities Industry Essentials Examination, 7, 63 registrations required: IAR (65/66 or appropriate designation).
Continued employment is contingent on maintaining appropriate licenses registrations, and a clean U4.
Life, Health & Variable Licenses.

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Benefits We Offer:

Employee loan discount
Student loan/tuition assistance program
Comprehensive medical/dental/vision +
PTO and paid federal holidays
Weekly paychecks
401k plan with employer match/profit sharing
Participation in the Annual Incentive Plan

Additional Perks:

Continued training and advancement opportunities
Balanced/Predictable schedule; all locations close at 5pm and on Sundays
Opportunity to join our many employee created Engagement Groups (e.g. Pride at Work, Women in Leadership, Book Club, Running & Walking)
Local Volunteer Opportunities with employer contributed Volunteer Day
Company Outings and annual Summit
Hybrid work environments

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Equal Opportunity Employer

Keywords: Lighthouse Credit Union, Boston , Wealth Advisor, Other , Berlin, Massachusetts