Financial Advisor

Oregon Community Credit Union • Eugene, OR

336d • $60,000

About The Position

OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members. This is an onsite role location in Eugene and surrounding areas. The starting salary is a minimum of $60,000 annually, with primary pay through commissions. Financial Advisors support OCCU members by providing financial advice and services. They assist members with financial planning, investment strategies, and retirement planning, ensuring members receive personalized and effective financial solutions.

Requirements

• Minimum of three years of similar or related experience.
• Strong interpersonal skills.
• Experience using judgment to assist clients in adopting the investment position agreed upon.
• Demonstrated sound judgment in adopting the investment positions agreed to by clients.
• Fully licensed with Series 7, 65/66, and state insurance licenses.
• Proficiency in Microsoft Office programs is required.

Nice To Haves

• Financial Planner Certification is preferred.

Responsibilities

• Provide financial advice and services to OCCU members.
• Assist members with financial planning, investment strategies, and retirement planning.
• Ensure members receive personalized and effective financial solutions.

Benefits

• Low-cost medical, dental, and vision insurance.
• 401(k)-retirement plan with employer match.
• Paid time off in addition to 12 paid holidays.
• Tuition reimbursement for eligible education and training.
• Company-paid long-term disability.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree