Financial Advisor : Licensed - (Hauppauge, NY)

Position summary Financial Advisor : Licensed Location : Hauppauge, NY Must Have Clean FINRA Starting Base Salary 1 of the nations leading companies We are seeking an uncommon professional to join my clients team as a Financial Advisor. Serve Your Clients: :Cultivate strong relationships with members by consistently using the prescribed sales process. :Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. :Meet or exceed credit union cross:selling goals as established in the credit union commitment letter. :Present a professional image in all interactions both personally and professionally. Run Your Office: :Consistently and effectively utilize all tools, technology, and resources as prescribed by the Credit Union. :Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.