Financial Advisor, AA Credit Union Financial Services Program (Tulsa, OK, US)

Location: Tulsa Intl Apt (TUL-TRML) 
Additional Locations: None
Requisition ID: 29300 

Overview

Join us for a career with endless possibilities.

Looking for a job where a passion for innovation, a culture of teamwork, and opportunities for growth are valued and rewarded? You’ve come to the right place.

 

You don’t have to be an airline aficionado to join American Airlines. It takes more than cool planes to keep us ahead of the curve, and thanks to our team of behind the scenes professionals, we do just that. As the largest airline in the world, American Airlines is in the business of serving the global travel needs of our customers. At the core of the Company is our commitment to each customer and each employee. We are dedicated to developing and delivering what our customers value and are willing to pay for. Customer-centric planning, innovative marketing, and an exceptional customer experience are supported by a cadre of talented people. 

 

What does it take to join us? We’re glad you asked! We expect exceptional skills in your discipline and a dedication to being the best as we relentlessly pursue our goal of being not just the largest airline in the world, but also the best airline in the world.

 

Fortunately, we’re building on almost a century of innovation and firsts in our industry – and we plan to continue that tradition of excellence.

About The Job

This job is a member of the Credit Union Team within the American Airlines Credit Union. ​This position will be responsible for providing financial planning, financial advice and investment management to serve the needs of the members of American Airlines Credit Union. The Financial Advisor assesses members’ investment portfolios, financial objectives, and provides guidance to the member on successfully achieving those objectives.

Specifically, you’ll do the following:

• Ensures the security and confidentiality of all account and related information which is part of their work and for ensuring that work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act
• Works as a team member within the Credit Union and Flagship Financial Group
• Analyzes and evaluates member’s financial situation to make recommendations that are aimed at reaching goals, keeping experience, risk tolerance, age and tax bracket in mind at all times
• Responds to all referrals from others in the Credit Union to determine if non-deposit investment products can help referred members reach their goals
• Meets with all client members at least annually to determine if goals/situations have changed and recommends adjustments to their holdings accordingly; Provides formalized financial plans to members to assist them in achieving and monitoring progress towards their financial goals
• Collaborates with departments of the Credit Union to create a team environment and meet the needs of each member. This includes referring members to other areas, as appropriate

About The Job (Continued)

• Provides feedback to referring individuals and departments on the status of the referral
• Contacts existing and prospective members in a timely manner so that they will know that their business is important to the Credit Union
• Offers seminars to educate our members on important financial topics including asset allocation, diversification and related concepts
• Keeps abreast of new planning tools, products and resources, changing regulations and professional standards
• Maintains all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner
• Completes all paperwork in an accurate and timely fashion
• Organizes time so that the member feels that the Advisor is concentrating on them and their needs
• Consistently demonstrates courteous and superior service to expand member relationships
• Exceeds member expectations in terms of accuracy, efficiency, courtesy and professionalism

• Provides feedback to referring individuals and departments on the status of the referral
• Contacts existing and prospective members in a timely manner so that they will know that their business is important to the Credit Union
• Offers seminars to educate our members on important financial topics including asset allocation, diversification and related concepts
• Keeps abreast of new planning tools, products and resources, changing regulations and professional standards
• Maintains all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner
• Completes all paperwork in an accurate and timely fashion
• Organizes time so that the member feels that the Advisor is concentrating on them and their needs
• Consistently demonstrates courteous and superior service to expand member relationships
• Exceeds member expectations in terms of accuracy, efficiency, courtesy and professionalism

Qualifications

Required Qualifications

• ​Bachelor’s degree or university program certificate; or 2 years’ related experience and/or training; or equivalent combination of education and experience
• Experience and prior success in a like position
• Must pass applicable American Airlines pre-hire compliance checks
• Must pass pre-hire checks, be approved and accepted for full registration with the FINRA Broker Dealer contracted with American Airlines Credit Union, (ex. Cetera Investment Services, LLC)
• FINRA S7 and S66 (or S63 & S65), appropriate state insurance license with a clean U-4 report
• Knowledge of financial markets and products
• Effective in a variety of formal presentation settings: one-on-one, small and large groups, and with various levels of constituents within the Credit Union
• Ability to demonstrate strong organizational skills and the ability to manage competing priorities
• Ability to exercise sound judgment, self-direction, and to take initiative when appropriate and meet deadlines

Qualifications (Continued)

Required Qualifications (Continued)

• Ability to demonstrate superior interpersonal skills, including the ability to exercise a high degree of integrity, discretion, confidentiality, ownership, member focus and professionalism
• Ability to travel overnight
• Ability to maintain satisfactory performance and attendance
• Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint)
• Must have an acceptable credit history which will be verified

 

Preferred Qualifications

• ​CFP or other advanced designation

Additional Locations: None
Requisition ID: 29300 

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