You will be responsible for combining personal skills, resources and product knowledge for the purpose of helping clients realize their financial goals. Must have the ability to attract, provide service and close business with clients. Responsible for assessing a client's circumstances and objectives, and based on those, provide individualized, highly strategic retirement/investment consulting. Access to a full range of wealth building, managing and preserving products - including mutual funds, stocks, bonds, IRAs, insurance, estate planning and many other services to offer to client base and the membership.

Responsibilities

Do you see yourself doing this?

Analyze investment opportunities and client needs, and recommend appropriate strategies
Take complex financial information and communicate it to clients in a manner that enables them to make informed decisions
Prepare the required paperwork to open brokerage accounts, mutual funds, annuities, etc.
Build client relationships based upon developing strategies to attain their financial goals through the use of financial planning and wealth management
Coordinate client review schedule, client surveys and newsletters with advisor associate or designated branch employee to retain clients
Develop and cultivate your own client base
Prospect and service membership
Work closely with branch personnel in identifying opportunities for referrals
Ability to create a sales and marketing strategy for new client relationships
Prepare and deliver presentations/seminars to members and prospects for business development purposes
Coordinate seminars and webinars in accordance with annual marketing plan
Works with advisor associate or branch personnel to prepare for seminar/webinar
Solid understanding of retirement industry trends, concepts, products and practices and a commitment to maintaining that knowledge
Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies

Qualifications

What makes you a great fit?

You’ll be a great fit if in addition to the completion of a Bachelor’s degree, 5 years of business experience and proven track record of successful sales in interacting with clients and meeting their financial needs and you have:

FINRA Series 7, 65 and/or 66 (and Series 63 in states where required)
State Life/Health Licenses
Ability and willingness to pursue, CFP, ChFC, or CLU Designation
Strong multi-level relationship building skills; excellent verbal and written communication skills and the ability to work toward team and individual goals
Strong analytical and time management skills
A clean U-4 securities record is a must

When you’re happy, we’re happy!

As a thank you for joining our team, you’ll benefit from:

Competitive medical, dental, and free vision benefits
Competitive compensation plan
Contributions towards gym memberships
Generous PTO and banking holidays off

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Calli Cardillo

Director, Technical Strategy & Portfolio Management

PUTTING PEOPLE FIRST

Propelling product forward through teamwork

Cardillo oversees enterprise execution for digital products at Alliant. To this end, her team has been rapidly growing and building out new processes and changes to products designed to enhance customer experience. She credits her team with being her number one asset in approaching these goals. “Happiness in teams leads to top output,” Cardillo said. To encourage a happy and healthy team environment, they align on individual development plans. Employees are encouraged to join ERGs, explore their strengths and pursue training and certification programs.

I feel genuinely supported by the team I work with. It is so rewarding to celebrate successes as a team when you can directly see and feel the impact from how hard everyone is working.

Crystal Luna

Director, Banking Operations

EMPOWERING EMPLOYEES

Inviting contributors to take the lead

Since joining Alliant in 2006, Luna has experienced the company’s focus on professional development first hand, advancing through several roles into a senior leadership position. “My approach to leadership has always been to take my team along for the ride,” Luna said, noting that she celebrates the successes of direct reports that move into managerial positions. As the founder of EMPOWER, Alliant’s Black professionals ERG, Luna is committed to creating leadership opportunities for a diverse workforce and ensuring the company is an equitable and inclusive place that elevates its employees.

I take a supportive role and allow my team members to take the lead. This showcases their talents to others in the organization and gives them the confidence to take on bigger roles and responsibilities.

Sean Briscoe

Director, Credit Product Strategy & Analytics

PRODUCING FINANCIAL WELLBEING

Developing tech in service of people

Briscoe was initially excited to join Alliant for two reasons: its forward-thinking digital-first approach to lending and its commitment to serving members as a nonprofit organization. His team recently set its sights on improving Alliant’s flagship Visa Cashback Signature Card, working with product, marketing, compliance and technology teams to enhance member experience. “We continue to find new opportunities for growth and new ways to serve our members,” Briscoe said. “The team at Alliant is engaged, energized, self-motivated and always member-focused.”

Everything I do helps improve the financial lives of our members, and each one of my ideas is heard and taken seriously.

What are Alliant Credit Union Perks + Benefits

Alliant Credit Union Benefits Overview

Alliant constantly works on improving its Employee Value Proposition. Our Human Capital Group team seeks ongoing employee feedback to continue to raise the bar on employee-focused benefits, making updates to the existing and adding new benefits every year.

Culture

Volunteer in local community

Alliant offers 8 hours of paid volunteer time benefit for all employees.

Partners with Nonprofits

To execute on our mission of Bridging the Digital Divide, Alliant has partnered with PCs for People, Connected Nation, DiGiTunity and the National Digital Inclusion Alliance.

Friends outside of work

Eat lunch together

Intracompany committees

Alliant has an Employee Events & Community Engagement team, the ACU Foundation, Brand Journalism/Alliant Reporters team, an on-site Toastmasters club & Employee Resource Groups.

Daily sync

Open door policy

Team owned deliverables

Team based strategic planning

Group brainstorming sessions

Diversity

Documented equal pay policy

Dedicated Diversity/Inclusion Staff

Highly diverse management team

Unconscious bias training

Alliant provides our leaders and employees with unconscious bias, psychological safety and inclusive mindset training.

Diversity manifesto

Diversity Employee Resource Groups

Alliant supports employee resource groups. At this time, employees created INCLUDE, a women's resource group and ALL, an LGBTQ+ employee resource group, and EMPOWER black employees' resource group.

Hiring Practices that Promote Diversity

At Alliant, we ensure that we have a diverse candidate slate for every role for which we hire and that our interview panels are also diverse.

Health Insurance & Wellness Benefits

Flexible Spending Account (FSA)

Alliant employees can contribute up to $2,750 annually to their Health Care FSA and $5,000 to their dependent care FSA.

Disability Insurance

Company provides Short Term Disability benefit payable for up to 13 weeks as well as Long Term Disability insurance that covers 66.67% of your monthly earnings up to $10,000 monthly maximum payout.

Dental Benefits

Preventive services covered at 100%, Basic services covered at 80%; Major restorative services covered at 50%; Orthodontics covered at 50%

Vision Benefits

Alliant offers free vision benefits to its employees and their dependents. The vision benefits plan covers 100% for annual eye exams after a $10 copay and $150 for glasses and contacts.

Health Insurance Benefits

Alliant provides a choice of two medical plans. If you elect a medical plan, you are automatically enrolled in an HSA where Alliant contributes funds to help you pay for your out-of-pocket expenses.

Life Insurance

Basic Life insurance and Accidental Death & Dismemberment is equal to 1 times an employee's annual salary. Employees can also purchase Voluntary Life insurance for themselves and their dependents.

Pet Insurance

Our pet insurance policy covers up to %90 of out of pocket expenses.

Wellness Programs

With Alliant's wellness reimbursement program, each employee receives up to $35 per month (non-cumulative) to spend on wellness activities and discounted wellness services through ThrivePass.

Mental Health Benefits

Alliant employees get free access to ComPsych, Calm and myStrength apps and services.

Retirement & Stock Options Benefits

401(K)

Alliant offers a 401(k) plan administered through Fidelity where employees can contribute up to 60% of eligible compensation to the annual IRS limit.

401(K) Matching

We match 100% of contributions up to the first 5% of an employee's annual gross pay. eligible salary. You will be 100% vested in these contributions right away.

Performance Bonus

In the last years, Alliant’s bonus payouts were above 100%.

Match charitable contributions

The Alliant Credit Union Foundation also matches employee donations made to non-religious, non-political 501(c)(3) organizations up to a total of $1,000 per person per calendar year.

Child Care & Parental Leave Benefits

Generous Parental Leave

We provide up to 6 weeks of parental leave for the primary and secondary caretakers.

Flexible Work Schedule

Alliant provides employees with a flexible work schedule that includes Flexible start and end times.

Remote Work Program

Since the pandemic began, all non-essential job functions have been remote 100%.

Family Medical Leave

Employees who have been with the company for 12 months are eligible for up to 26 weeks of family medical leave.

Vacation & Time Off Benefits

Unlimited Vacation Policy

Generous PTO

Our employees receive between 21 and 31 days per year of paid time off based on years of service. Alliant also offers a Flexible Time Off (unlimited time off) policy for Sr. Managers and above.

Paid Volunteer Time

Our employees receive 8 hours per year of paid volunteer time.

Paid Holidays

Perks & Discounts

Casual Dress

Commuter Benefits

Employees can withhold up to $280 per month pre-tax for transit expenses and up to $280 per month pre-tax for parking expenses.

Company Outings

Alliant hosts between 4 and 6 major employee events in a year, including the Annual Volleyball Tournament, annual summer party and employee appreciation day celebration.

Stocked Kitchen

Currently, Alliant offers free snacks, free hot beverages and bottled water during the day, free lunch/food events on occasion and bi-weekly free fruit.

Some Meals Provided

Fitness Subsidies

Alliant reimburses its employees up to $35 per month for gym, health and fitness services and activities.

Professional Development Benefits

Job Training & Conferences

Alliant offers employees professional development opportunities like Annual individual budget for training, onsite training courses and the ability to attend job-related conferences and seminars.

Tuition Reimbursement

We offer up to $5,250 annually for continuing education through our tuition reimbursement benefit.

Diversity Program

Lunch and learns

Alliant hosts lunch and learn and hour with the leader meetings once per quarter, giving our employees to hear from our executive and senior leadership teams.

Cross functional training encouraged

Promote from within

Continuing Education stipend

We offer up to $5,250 annually for continuing education through our tuition reimbursement benefit.

Online course subscriptions available

Customized development tracks

Paid industry certifications

Additional Perks + Benefits

Alliant constantly works on improving its Employee Value Proposition. Currently, Alliant offers free snacks, free hot beverages and bottled water, free lunch/food events on occasion, personal concierge service, on-site package/mailing service, massage therapy, discounted ticket sales, car wash, dry cleaning, convenience store, vehicle maintenance, banking and a gym at our headquarters location.

Our company works hard to create a work environment that allows our employees to maintain a healthy work/life balance. We encourage our employees to take advantage of flexible hours and offer an option to work remotely. Alliant also offers a very generous PTO package, which starts new employees with 21 PTO days annualized in their first year of employment.

The well-being of our employees and their families translates to productivity and commitment to their jobs. That is why we constantly work on launching new benefits that will help them find the best medical care at the lowest cost and get the help they need with convenience and without unnecessary stress.

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