Six Pillars Financial Advisor

Six Pillars Financial Advisor

Six Pillars Financial Advisors, a subsidiary of First Commerce Credit Union, is currently seeking a Financial Advisor.

General Summary : Six Pillars Financial Advisors, LLC is in the business of providing financial planning, investment instruments, insurance services and advisory services. As a financial management company, the services will include at a minimum the following : Professional financial planning, advising and assisting persons in the purchase of corporate, government, and municipal bonds, stocks, certificates of deposits, unit investment trusts, fixed and variable annuities, mutual funds, insurance products, and advice concerning investment in individual retirement accounts, 401ks, pension, and profit sharing plans. In addition, Six Pillars Financial Advisors, LLC will engage third parties to assist it in trust and estate planning services, and other financial planning and advisory services.

The successful financial advisor is able to listen to client needs, critically evaluate investment options, and educate clients regarding the best investment decisions to make. The recommendations made should take into account the risk tolerance, liquidity requirements, income level, and long-term goals of clients.

Primary Duties and Responsibilities :

Client Relations

• Maintain and deepen relations with existing clients
• Prospect for new clients

Investment Solutions

Requirements :

Education : 4 year degree in Business or other related field from an accredited college or university, MBA or other advance degree preferred; Series 7, 66, 63, 65 licenses; CFP preferred

Experience : 10+ years of bank or credit union experience

Knowledge / Skills / Aptitudes :