Financial Representative - Internal at Red Hat

Huntsville, Alabama, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BankingIndustries

Requirements

4 Year / Bachelor’s Degree in Business or other relevant discipline
2 Years of progressively responsible brokerage experience
Life & Health Insurance Series 7 license
Life & Health Insurance Series 63 and/or 66 (or equivalent) license

Responsibilities

Meets with members to assess their needs and financial situations
Gathers information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning
Explains features of investment products offered
Develops financial strategies, guides members in establishing financial goals, and matches goals to appropriate financial plans
Monitors members’ financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, and identifying new strategies
Updates job knowledge by tracking financial markets, economic conditions, and new financial products
Develops and implements work plans to achieve goals and objectives
Utilizes resources effectively and participates in evaluating work processes for improvements
Prepares and maintains records and reports
Promotes the Credit Union through community involvement and special events
Maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics
Delivers friendly, caring service to internal and external members
Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures
Follows all physical and online security procedures and maintains strict confidentiality of all member information
Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services
Works scheduled hours and maintains punctuality
Performs other related duties as assigned or requested

Skills

Key technologies and capabilities for this role

Series 7Series 63Series 66Financial PlanningInvestment StrategiesAsset AllocationTax PlanningRetirement PlanningEstate PlanningBrokerage

Questions & Answers

Common questions about this position

What is the salary for this Financial Representative position?

This information is not specified in the job description.

Is this Financial Representative role remote or office-based?

This information is not specified in the job description.

What qualifications are required for this role?

A Bachelor’s Degree in Business or relevant discipline, 2 years of progressively responsible brokerage experience, and licenses including Life & Health Insurance Series 7, Series 63 and/or 66 (or equivalent) are required.

What is the company culture like for this position?

The role emphasizes maintaining a professional image, demonstrating Credit Union RISE Values, adhering to the Code of Ethics, delivering friendly service, and complying with all regulations and policies.

What makes a strong candidate for this Financial Representative role?

Candidates with a Bachelor’s degree in Business or related field, 2+ years of brokerage experience, and the required Series 7, 63/66 licenses will be strongest, along with skills in financial planning and member service.

Red Hat

Open-source enterprise software and cloud solutions

About Red Hat

Red Hat specializes in open-source software solutions for large organizations and enterprises, focusing on cloud computing and enterprise software. Its main product, Red Hat OpenShift, is a Kubernetes-based platform that allows businesses to manage containerized applications efficiently across various cloud environments. This platform supports fast deployment and easy integration, helping companies modernize their IT infrastructure without being tied to a single cloud provider. Red Hat operates on a subscription-based model, where clients pay for access to software, updates, and customer support, along with professional services like consulting and training. Additionally, Red Hat offers a marketplace for certified enterprise software compatible with OpenShift, providing tools that enhance application performance and reduce costs. The company's goal is to enable enterprises to effectively manage and scale their IT infrastructure using open-source solutions.

Raleigh, North CarolinaHeadquarters

1993Year Founded

ACQUISITIONCompany Stage

Data & Analytics, Enterprise SoftwareIndustries

10,001+Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

Family Planning Benefits

Tuition Reimbursement

Risks

Competition from SUSE and Canonical in Kubernetes and cloud offerings is intensifying.

Over-reliance on AWS partnerships may limit Red Hat's flexibility and bargaining power.

Rapid AI advancements could outpace Red Hat's current offerings, requiring significant investment.

Differentiation

Red Hat specializes in open-source solutions for enterprise software and cloud computing.

Red Hat OpenShift offers a Kubernetes-based platform for managing containerized applications.

Red Hat's marketplace provides certified enterprise software compatible with OpenShift.

Upsides

Growing demand for hybrid cloud solutions boosts Red Hat's market opportunities.

Expansion in AI and machine learning supports Red Hat's RHEL AI capabilities.

Increased focus on sustainability aligns with Red Hat's resource-efficient open-source solutions.

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