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The position implements wealth management, trust, estate planning, and insurance strategies; leads and develops financial advisors; sets activity and sales goals; and handles escalated member issues. 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Experience may substitute for some education requirements.",{"name":115,"@type":106,"acceptedAnswer":116},"Which compliance and technology obligations are included?",{"text":117,"@type":109},"The manager must adhere to credit union, broker-dealer, and regulatory requirements (e.g., Bank Secrecy Act, SEC/FINRA rules), complete annual compliance training, and use technology and fact-finding tools such as Salesforce for compliance reviews. 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Implements wealth management, trust, estate planning and insurance strategies. Maintains high level of service to cultivate member loyalty. Oversees financial advisors; establishes activity and sales goals. Provides financial education services to credit union members, identifies new business opportunities, and enhances client relationships. Assists with implementing a new digital investing (\"ROBO-investing\") solution and coordinates various growth initiatives. |  |\n\nJOB QUALIFICATIONS:  \n\n| Education |  |  |  |  |\n| --- | --- | --- | --- | --- |\n| Req | Pref | Degree | Field of Study |  |\n| X |  | Bachelor's degree |  | In |\n| X |  |  | Business Administration | Or |\n| X |  |  | Finance | Or |\n| X |  |  | in related field(s) |  |\n\n\n| Additional Education |  |\n| --- | --- |\n| Check here if experience may substitute for some of the above education. |  |\n| X | Combined experience/education as substitute for minimum education |\n\n\n| Work Experience |  |  |  |  |\n| --- | --- | --- | --- | --- |\n| Req | Pref | Work Experience | Experience Level |  |\n| X |  | 12 years | of financial service experience, including complex planning and sophisticated product offerings. |  |\n|  | X | 15 years | of financial service experience, including complex planning and sophisticated product offerings. |  |\n\n\n| Additional Work Experience |  |\n| --- | --- |\n| Check here if education may substitute for some of the above work experience. |  |\n|  | Combined experience/education as substitute for minimum work experience |\n\n2  \n\n| Knowledge, Skills and Abilities |  |  |\n| --- | --- | --- |\n| Req | Pref | Functional Skills |\n| X |  | Extensive knowledge and/or experience in wealth management, portfolio management, investment strategy development, trust, and insurance services. |\n| X |  | Demonstrated knowledge of broker/dealer and RIA marketplace, financial principles, investment products, and world markets. |\n| X |  | Ability to execute key elements of the wealth planning process. |\n| X |  | Demonstrated organizational, critical thinking, and analytical skills relating to complex financial planning issues and situations. |\n| X |  | Excellent written and oral communication skills, ability to build rapport with members, and an exemplary attention to detail. |\n| X |  | Demonstrated ability to work independently with minimal supervision, deftly handle time-sensitive matters, meet strict deadlines, and accomplish sometimes confidential tasks. |\n| X |  | Demonstrated experience with office management software/tools (e.g. Google suite, Slack, Skype) . |\n|  | X | Ability to present ideas and solutions in non-technical, business-friendly terms. |\n|  | X | Ability to develop analytics from multiple streams of data, interpret trends, develop persuasive recommendations, and present information to varied audiences. |\n|  | X | Multilingual communication skills; fluent in Mandarin, Spanish, Korean and/or other languages beyond English. |\n\n\n| Certifications |  |  |  |\n| --- | --- | --- | --- |\n| Req | Pref | Select Certifications | Enter Additional Certifications |\n| X |  |  | FINRA (e.g. , Series 7, 63, 65, 66) and state insurance licensing certifications (e.g. , life and health insurance certification, property and casualty insurance) . |\n\nOther Job Factors  \n\n| JOB ACCOUNTABILITIES |  |  |  |  |\n| --- | --- | --- | --- | --- |\n|  | % Time | Essential | Marginal | N/A |\n| Develops and implements strategic plans to laun","cbCaiq9SGw8U0pUJ","https://ap.wps.com/l/cbCaiq9SGw8U0pUJ","pdf",105515,"English","# Job Summary\n## Responsibilities\n## Job Qualifications\n### Education\n### Work Experience\n### Knowledge, Skills and Abilities\n### Certifications\n## Other Job Factors","[{\"question\":\"What are the core responsibilities of the Financial Advisor Manager at a credit union?\",\"answer\":\"The role launches and grows the wealth management division, implements wealth planning and insurance strategies, oversees financial advisors, drives member loyalty through high service standards, and supports growth initiatives such as cross-selling and market analysis.\"},{\"question\":\"What qualifications and experience are required for this position?\",\"answer\":\"The role requires a bachelor’s degree in business administration, finance, or a related field, plus 12 years of financial service experience (up to 15 years preferred) involving complex planning and advanced product offerings. Experience may substitute for some education requirements.\"},{\"question\":\"Which compliance and technology obligations are included?\",\"answer\":\"The manager must adhere to credit union, broker-dealer, and regulatory requirements (e.g., Bank Secrecy Act, SEC/FINRA rules), complete annual compliance training, and use technology and fact-finding tools such as Salesforce for compliance reviews. The role also involves assisting with a ROBO-investing solution, ensuring client data integrity and producing reports as needed.\"}]","Financial Advisor Manager, Credit Union - Job Description - Responsibilities, Qualifications | PDF",1789352657]