Wealth Advisor (Hybrid, Bend, OR)

Oregon Community Credit Union•Eugene, OR

1d•Hybrid

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. OCCU is seeking a Wealth Advisor to join the Wealth Management team. This hybrid position (both on-site and remote) is based in Central Oregon and will support both the Redmond and Bend, Oregon branches. This position offers a forgivable draw pay structure, with a minimum annual compensation of $84,000.00 and the opportunity to earn additional commission through higher production. The Wealth Advisor serves as a trusted guide for members and prospects, assessing their needs to recommend suitable investment options and financial planning. They promote Investment Services and aim to grow OCCU Wealth Management�s asset base. Wealth Advisors focus on building and maintaining strong member relationships through financial planning support, education on investment options, and strategies to enhance financial health, while growing a book of business through outreach and referral development.

Requirements

At least three years of similar or related experience.
Strong interpersonal skills with an entrepreneurial approach to expanding the client base.
Sound judgment in adopting investment positions agreed to by clients.
Prior experience as a Licensed Associate Advisor, Financial Advisor, or Financial Planner.
A bachelor�s degree, preferably in Accounting or Finance, or equivalent experience driving measurable business outcomes.
Full licensure including Series 7, 65/66, and applicable state insurance licenses.

Responsibilities

Serve as a trusted guide for members and prospects, assessing their needs to recommend suitable investment options and financial planning.
Promote Investment Services and aim to grow OCCU Wealth Management�s asset base.
Build and maintain strong member relationships through financial planning support, education on investment options, and strategies to enhance financial health.
Grow a book of business through outreach and referral development.
Participate in OCCU and community events.
Collaborate with internal partners and external experts.
Maintain accurate and compliant client records.
Support member education seminars.
Clearly communicate ideas and processes.
Provide staff training as needed.
Maintain vendor relationships.
Ensure full compliance with BSA regulations, including required reporting and training.