Financial Advisor (63044)

Job DetailsJob Location: Headquarters - Overland Park, KS 66223-1258Position Type: Full TimeSalary Range: $60,472.90 - $90,709.35 SalaryJob Category: FinanceMazuma is a local, award-winning Credit Union that has been in business since 1948. Our purpose is to make Kansas City a better place to live, work and bank! Our philosophy is to treat our Members and Team Members like family. We value diversity, positivity, creativity, and teamwork; and we believe our culture exhibits just that. It looks something like this:   Our Team Members consistently show a Positive, Fun Attitude! You will always see us smiling, which is why we put it in our logo. We are always being respectful in interactions with our Members and other Team Members. Of course, our behavior and appearances are workplace appropriate, and Team Members should lead this value by example.   We are proactive collaborators and big fans of Teamwork! We embrace the opportunity to work with others and are punctual and dependable. We have strong people skills, take initiative, and aren’t afraid to make decisions-even some of the difficult ones.   Self-development and the development of others is part of our Learning & Growth! We take initiative in not only our own learning and growth but also the growth of the Team Members around us. We know our responsibilities and are not afraid to try new things.   We appreciate Creativity & Progressive Mindsets! If you can think outside the norm, introduce new ideas, and proactively solve problems, you’ll fit in just fine around here. We like to consider ourselves positive agents of change that embraces Team direction.   Besides that, here’s what else keeps Team Members here: Up to 27 days off a year, including: 10 paid Holidays Mental Health Day Anniversary Day PTO starting on the first day 40 hours of Paid Volunteer Time per year Traditional & Roth 401K with company match Medical, Dental, and Vision benefits effective 1st of the month following first day Wellness credit available for Medical premiums Company paid benefits including: Basic Life and AD&D Insurance Short-Term Disability Insurance Long-Term Disability Insurance Vision Insurance Maternity & Menopause Support Programs Employee Assistance Program On-Site Gym at our Headquarters location in Overland Park Discretionary Stakeholders bonus program Attractive interest rates on Team Member checking & Team Member money market accounts Consumer and mortgage loan discounts   Role: The role of the Financial Advisor is to establish relationships with Mazuma Members by understanding their financial needs and offering solutions for those needs. The Financial Advisor will help shape our Member’s financial futures for each stage in their lives.    Essential Functions & Responsibilities: Prospecting within the financial institution by establishing relationships with other Member-facing associates to generate referrals.  Prospect outside the financial institution to build external referral sources as well as bringing new Members to the Credit Union.   Sell effectively by establishing relationships with Members, determining their needs and offering appropriate solutions in a manner that the Member sees the value of, as well as understands the features and benefits of the products offered.  Engage in Member relationship management activities to increase wallet share per Member and seek cross referral opportunities to other associates within the Credit Union. Completes required BSA/AML training and other compliance training as assigned. Attend and engage in coaching and training led by the leadership team and established advisors. Generate Member prospects by attending local events, seminars, joining networking groups, and utilizing online marketing venues, as well as asking for referrals. Develop and execute a marketing plan to attract and engage target audiences that will attract Member prospects.  Schedule and conduct financial planning and advice meetings with Members and prospective Members.  Build deep, meaningful relationships with Members and develop a service model to provide solutions that support their financial goals. Achieve or exceed program standards. Build a book of business.  Perform any other related duties as required or assigned. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the Team Member for this job. Duties, responsibilities and activities may change at any time with or without notice. Competencies: Job & Technical Expertise Results Orientation Member Service & Retention Personal Accountability Communication & Interpersonal Skills Teamwork & Collaboration Develops Self & Others Strategic Thinking & Vision Culture Expectations: Positive, Fun Attitude – Consistently demonstrates a positive attitude, always being respectful in interactions with Members and Team Members.  Behavior and appearance should be appropriate and should lead by example.   Teamwork – Proactive collaborator who embraces the opportunity to work with others.  Punctual and dependable.  Able to manage conflict well amongst Team Members and Members.  Demonstrates strong people skills, initiative, and decision-making ability.  Productivity meets or exceeds expectations for the position. Learning & Growth – Demonstrates initiative in not only self-development, but the development of others.  Possess superior knowledge of the responsibilities and tasks in the department and can apply and share learning.   Creativity & Progressive Mindset – Able to think outside the norm, introduce new ideas, and proactively solve problems.  Positive change agent that embraces team direction.   Knowledge and Skills: Required Experience:  Series 7 and Series 63 Licenses 5-7 years of similar or related experience Preferred Experience:  1-2 years related management experience Education:  Required Education:  High school diploma or equivalent Preferred Education:  A bachelor’s degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree Other Skills: Outstanding verbal and written communication skills. Ability to quickly compile, verify, and calculate information to provide solutions and recommendations.  Product knowledge. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from leaders, members, and the public.  A significant level of trust and diplomacy is required to be an effective subject matter expert in this position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Physical Requirements: Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 15 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.   Work Environment:  Must be able to routinely perform work indoors in a climate-controlled office environment with minimal noise. Valid driver’s license required.   Mazuma Credit Union is an equal opportunity employer and will consider all application without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability of any other characteristic protected by law. Mazuma participates in eVerify. Qualifications