Financial Advisor- Lake Oswego

OnPoint Credit Union•Lake Oswego, OR

About The Position

OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support and build a successful investment program by assisting members to make sound investment and financial planning choices. We pride ourselves on our high standard of service, collaborative team environment, and strong member commitment. We tailor our approach in meeting unique needs of our clients with an emphasis on personalized goals-based planning which has resulted in steady growth and expansion in our exceptional member base. Financial Advisors at OnPoint address and assess future financial and investment needs of our members and are detail-oriented and possess a strong desire to advance professionally with an experienced and motivated team.

Requirements

FINRA Series 7 and 65 or 66
State Life & Health Insurance license
Minimum three years’ experience in financial services (i.e. Investments, Banking, or other related field)
Successful completion of background checks and pre-employment assessments
Oregon State Driver’s License
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions.
In-depth knowledge of investment products and financial planning services
Experience with eMoney, Money Guide Pro, preferred
Excellent written, verbal, and presentation communication skills
Strong technology and computer skills
Strong work ethic, dedicated, results-driven, and highly goal-oriented.
Strong presence: ability to present oneself assertively, convincingly, and with confidence to establish credibility and respect with others
Strong analytical and critical thinking skills and ability to make decisions that exercises prudent judgment.
A true team player and collaborator, translating knowledge and experiences into solid productive relationships internally and externally with demonstrated ability to cultivate effective revenue-generating partnerships
A respected business partner who adds value to the broader team and can diplomatically handle conflict
Excellent time management and organizational skills to manage multiple high level tasks/projects at once

Nice To Haves

Four year degree desired, preferably in business related field
Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other investment industry designations or certifications desired
Experience working in a bank or credit union

Responsibilities

Network, serve and build relationships with new and existing financial planning & investment clients
Assess clients’ short term and long term investment needs.
Advise clients on investment strategies and other financial decisions
Prepare presentations that recommend various financial products
Review and communicate portfolio performance to clients
Prepare and update financial plans based on client circumstance.
Develop and enhance referral relationships both within and outside financial organization
Develop best practices and systematized processes by using comparative industry analytics, profitability, and strategic planning tools
Participate in local groups and presentation opportunities as appropriate.
Proactively refer additional Credit Union products and services in alignment with strategic organization goals.
Support all branch product and campaign launches.
Stay current on industry news, regulations, planning resources, product features and offerings.
Complete any required continuing education in a timely manner and maintain all required active securities and other industry licenses.
Follows all rules and regulations set forth by the Credit Union, FINRA, SEC, and the broker/dealer.