TwinStar Credit Union/Northwest Community Credit Union
Portland, OR
16 days ago
$29.39 - $44.09
Job Description
Join TwinStar Credit Union as a Financial Advisor and make a meaningful impact in the community. This remote position offers a dynamic career with growth opportunities, where you'll provide financial planning services and develop strong relationships with clients.
Key Responsibilities
Provide financial planning services and implement financial plans
Follow up on member recommendations and quotations
Develop internal and external referral sources
Conduct presentations and member seminars
Ensure all disclosure documents are understood and signed
Participate in the development of annual audit plans
Make sales and retention calls to secure new sales
Required Qualifications
Series 7 certification
Series 66 or Series 65 & Series 63 certifications
Insurance License
Minimum of three years experience in direct sales in the securities and insurance industries
Preferred Qualifications
Knowledge of Financial Planning concepts
Understanding of credit union structure and goals
Experience in budgeting and planning
Benefits & Perks
Medical, dental, vision, and life insurance coverageHealth Care FSA and Health Savings Account with employer contributions401k plan enrollment8 hours of vacation and sick leave accrued monthly11 paid holidays, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time