Financial Advisor

Washington State Employees Credit Union•Olympia, WA

13d•$54,252•Onsite

About The Position

This is a unique opportunity to step into an established book of business through a planned two-year transition with a retiring Financial Advisor. As a Financial Advisor, you’ll partner with clients to help manage every aspect of their financial lives by providing personalized guidance, education, and customized financial planning and investment solutions. If you’re passionate about building trusted relationships and helping clients achieve their financial goals, we invite you to join our team.

Requirements

Bachelor’s degree in business, Accounting, economics or Finance or equivalent work experience
Three (3) or more years of experience in a financial sales position
FINRA Series 7, 63, 65 or 66 and state life and health insurance licenses or ability to obtain within six months
Satisfactory background check and clean record with securities regulations bodies
Well-developed interpersonal, written and telephone communication skills
Ability to calculate figures and percentages.
Ability to collect and analyze data
Microsoft Office Suite proficiency, ability to work under pressure, and the ability to handle sensitive information

Responsibilities

Developing and maintaining a clientele of investment clients, through the approved product list of our broker dealer, offering non-deposit investment accounts to Credit Union membership
Helping identify opportunities to help members achieve various financial goals
Developing a member experience that corresponds to maintaining a book of business
Working with front line (branch and Contact Center) and other lines of business to increase member penetration for investments
Conducting financial education seminars to grow clientele
Keeping up to date in market knowledge, financial planning, technology, and wealth management tools to best serve membership
Achieving and surpassing annual revenue goal
Facilitating advisory business to develop constant level of recurring income
Working with branch partners to help them achieve their annual goal
Preparing and maintaining proper documentation, reporting and recording within the company CRM system in accordance with established procedures and compliance needs
Responding in a timely manner to all questions of suitability from Broker Dealer and OSJ
Keeping up to date with all required continuing education from Regulatory, Broker Dealer and Credit Union
Representing WSECU Investment Management and WSECU by presenting a positive and professional image
Contributing new ideas and strategies to improve production and work processes
Assisting in championing the investment department enterprise wide

Benefits

Medical, Dental, Vision, and Life Insurance with Premium options paid by WSECU
Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
Part-Time employees accrue general leave, on a monthly basis
11 Paid Holidays
Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees
Employer paid Long Term Care plan for Part-Time employees
401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
Paid Volunteer Leave
Tuition Assistance
Employee Assistance Program & Employee Discounts