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 in the community while enjoying a supportive work environment. You'll provide financial planning services, implement plans, and foster relationships through community engagement, all while working remotely with occasional travel.
Key Responsibilities
Provide financial planning services and implement financial plans
Conduct presentations and member seminars
Develop internal and external referral sources
Make sales and retention calls on prospects and clients
Ensure all disclosure documents are properly explained and signed
Follow up on all leads
Participate in development of annual audit plans
Required Qualifications
Series 7 certification
Series 66 or Series 65 and Series 63 certifications
Insurance License
Minimum of three years experience in direct sales in securities and insurance industries
Preferred Qualifications
Knowledge of financial planning concepts
Skilled in budgeting, planning, and goal setting
Sales methods and techniques
Benefits & Perks
Medical, dental, and vision insurance coverageHealth Care FSA, HSA with employer contributions, and Dependent Care FSALife and AD&D insurance401k plan8 hours of vacation and 8 hours of sick leave accrued monthly11 paid holidays, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time