Financial Advisor- Lake Oswego
On-siteLake Oswego, Oregon, United States
Job Summary
Network with new and existing financial planning and investment clients to assess their short-term and long-term needs. Advise members on investment strategies and prepare presentations recommending various financial products. Review portfolio performance and update financial plans based on client circumstances. Develop referral relationships and proactively refer additional Credit Union products aligned with strategic goals. Stay current on industry regulations, news, and product offerings while completing required continuing education and maintaining active licenses. Follow all rules set by the Credit Union, FINRA, SEC, and broker-dealer.
Required Qualifications
- FINRA Series 7 and 65 or 66
- State Life & Health Insurance license
- Minimum three years' experience in financial services (i.e. Investments, Banking, or other related field)
- Successful completion of background checks and pre-employment assessments
- Oregon State Driver's License
Desired Qualifications
- Four year degree desired, preferably in business related field
- Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other investment industry designations or certifications desired
- Experience working in a bank or credit union
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