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 embark on a rewarding career that allows you to make a meaningful impact on members and the community. This remote position requires travel to various locations for meetings while providing comprehensive financial planning and investment services.
Key Responsibilities
Provide financial planning services and implement financial plans
Conduct presentations and member seminars
Develop internal and external referral sources
Ensure proper explanation of disclosure documents
Follow up on leads and participate in annual audit plans
Make sales and retention calls on prospects and clients
Required Qualifications
Series 7 Certification
Series 66 or Series 65 & Series 63 Certification
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
Skilled in budgeting, planning, and goal setting
Experience in sales methods and techniques
Benefits & Perks
Medical, dental, vision, and life insurance coverageHealth Care FSA, Health Savings Account with employer contributionsDependent Care FSA401k plan enrollmentVacation and sick leave accrualPaid holidays, floating holiday, self-care time, and volunteer time