Role OverviewWe are seeking a Wealth Advisor to serve as a trusted financial partner to our members. In this role, you'll provide personalized investment management, retirement planning, estate planning, and comprehensive financial guidance.
What You Will Do
As a Wealth Advisor, you will: Develop trusted relationships with credit union members by understanding their financial goals and recommending customized financial strategies. Provide comprehensive financial planning, investment guidance, retirement planning, and estate planning solutions.
Why It Might Be a Fit
Successful candidates will have: A proven record of success in investment sales and relationship management. Strong consultative selling and communication skills. The ability to simplify complex financial concepts for clients with varying levels of financial knowledge.
Requirements
- Bachelor's degree in Finance, Business, Economics, or a related field (or equivalent experience)
- Active FINRA Series 7 License
- Active FINRA Series 66 License (preferred) or Series 63 License
- Strong relationship-building, communication, and consultative sales skills
- Self-motivated with the ability to work independently and collaboratively
- Ability to travel between branch locations for member appointments
Benefits
- Base Salary + Commission
- A robust internal referral system
- Multiple branch territories with established member relationships
- Strong brand recognition and community trust through Service One Credit Union
- Opportunities to build lasting relationships with current and prospective members
- A collaborative team focused on helping members achieve lifelong financial success
- The ability to make a meaningful impact in the communities we serve
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