As a Licensed Financial Advisor, you'll have the opportunity to work on a team that impacts staff and members in direct and meaningful ways, each and every day! We help manage every aspect of our client's financial life, partnering, educating, and guiding them throughout the process to help them make well-informed financial decisions. Following a detailed evaluation of their finances, we will work with them to identify and prioritize their goals and objectives to develop a customized financial plan and investment portfolio. If our dedication encourages you, we invite you to consider joining our team.
Your day may include:
- Developing and maintaining a clientele of investment clients, through the approved product list of our broker dealer, offering non-deposit investment accounts to Credit Union membership
- Helping identify opportunities to help members achieve various financial goals
- Developing a member experience that corresponds to maintaining a book of business
- Working with front line (branch and Contact Center) and other lines of business to increase member penetration for investments
- Conducting financial education seminars to grow clientele
- Keeping up to date in market knowledge, financial planning, technology, and wealth management tools to best serve membership
- Achieving and surpassing annual revenue goal
- Facilitating advisory business to develop constant level of recurring income
- Working with branch partners to help them achieve their annual goal
- Preparing and maintaining proper documentation, reporting and recording within the company CRM system in accordance with established procedures and compliance needs
- Responding in a timely manner to all questions of suitability from Broker Dealer and OSJ
- Keeping up to date with all required continuing education from Regulatory, Broker Dealer and Credit Union
- Representing WSECU Investment Management and WSECU by presenting a positive and professional image
- Contributing new ideas and strategies to improve production and work processes
- Assisting in championing the investment department enterprise wide
What you bring to the team:
- Bachelor's degree in business, Accounting, economics or Finance or equivalent work experience
- Three (3) or more years of experience in a financial sales position
- FINRA Series 7, 63, 65 or 66 and state life and health insurance licenses
- Satisfactory background check and clean record with securities regulations bodies
- Well-developed interpersonal, written and telephone communication skills
- Ability to calculate figures and percentages. Ability to collect and analyze data
- Microsoft Office Suite proficiency, ability to work under pressure, and the ability to handle sensitive information
Bonus points if you have:
- Certified Financial Planner (CFP) or Master's degree in business
- Experience offering securities products in a financial institution
- Ability to use formulas, perform calculations and link items in Excel
Competitive pay: Earnings $52,800/annually plus commissions
Where we're located: Serving the Martin Way branch (4245 Martin Way E, Olympia, WA) and Lacey Branch (4540 6th Ave SE, Lacey, WA)
When you'd work: Monday - Friday, 8:30 am - 5:30 pm, full time minimum 40 hours per week, with scheduling flexibility to meet service needs for this exempt position
Perks: Here are a few benefits and perks we offer:
- Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU
- Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
- Part-Time employees accrue general leave, on a monthly basis
- 11 Paid Holidays
- Employer paid Long Term Disability & Long Term Care plan for Full-Time employees
- Employer paid Long Term Care plan for Part-Time employees
- 401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
- Paid Volunteer Leave
- Tuition Assistance
- Employee Assistance Program & Employee Discounts
- And, you get to work with some awesome people!
We look forward to reviewing your application! All applicants must include a resume. Visa sponsorship not available. Contact us at 1.800.562.0999 x11111 with any questions.
We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.
Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 800.562.0999 x11111 or email us for assistance.
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