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 meaningful impact through financial planning services. This remote position requires travel for client engagement and offers a dynamic environment supported by teamwork and innovation.
Key Responsibilities
Provide financial planning services and implement financial plans
Develop internal and external referral sources
Conduct presentations and member seminars
Follow up on leads and maintain client relationships
Ensure clients understand disclosure documents
Meet sales volume and standards of activity
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 services
Skilled in budgeting and goal setting
Benefits & Perks
Medical, dental, vision, and life insurance coverageHealth Care FSA and Health Savings Account with employer contributions401k plan enrollment after 60 daysVacation and sick leave accrualPaid holidays and self-care/volunteer time