Shell Wealth Services Advisor - Shell Federal Credit Union

Monday - Friday : 9:00 AM - 5:00 pm

A Financial Advisor with Shell Wealth Services shapes our community and members...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge and Skills

Experience:

3+ years of work related experience with a proven track record of success

Required Licenses:

FINRA Series 7

State Securities (Series 63 or Series 66)

State IAR (Series 65 or Series 66)

State Life, Health Insurance and Variable Products lines

Education / Training:

High school diploma or general education degree (GED).

Job Requirements:

Previous financial sales experience or exposure.

High level of confidence, perseverance and a strong desire to achieve and succeed.

Willingness and desire to be part of a coaching relationship and peer learning environment.

Outstanding verbal, written and listening communication skills.

Highly motivated self-starter who can work dynamically with minimum supervision.

Ability to quickly compile, verify and calculate information to provide solutions and recommendations.

Demonstrated high level of skill in the following areas: organizing, planning and prioritization.  

Proficient computer skills, including working knowledge of the MS Office Suite.

Ability to work in an open-concept workspace/environment.

Physical Demands:

While performing the duties of this job, the employee is regularly required to bend and stand.  May at times be able to lift, carry and/or move up to 15 pounds.

Working Conditions

Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law

This organization uses E-Verify® in its hiring practices to achieve a lawful workforce.