TwinStar Credit Union/Northwest Community Credit Union
Portland, OR
29 days ago
$29.39 - $44.09
This Job Position Has Expired
This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join TwinStar Credit Union as a Financial Advisor and make a significant impact on the financial well-being of our members. This remote position offers a dynamic work environment with opportunities for growth, teamwork, and community engagement.
Key Responsibilities
Provide financial planning services and implement financial plans
Conduct client meetings to assess financial needs and develop long-term goals
Develop referral sources through participation in community activities and events
Make sales and retention calls on prospects and clients
Ensure all disclosure documents are properly explained and signed
Participate in the development of annual audit plans
Required Qualifications
Series 7, 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 and components
Familiarity with credit union products and services
Skills in budgeting, planning, and goal setting
Benefits & Perks
Medical, dental, vision, and life insurance coverageHealth Care FSA, Health Savings Account with employer contributionsDependent Care FSA401k plan8 hours of vacation and 8 hours of sick leave monthly11 paid holidays, 1 floating holiday, self-care time, and volunteer time