Wealth Advisor - Gesa Credit Union
$68,640–$70,000 year
On-site · Richland, Washington, United States
Job Summary
The Wealth Advisor at Gesa Credit Union serves as a dedicated representative to deliver Non-Deposit Investment Products (NDIPs) and services, providing advice-based financial solutions to clients. Responsibilities include soliciting new investments, maintaining strong relationships with branch managers, and ensuring compliance with regulatory requirements. Candidates should have a minimum of two years of investment sales experience, an active Series 7 and 63 registrations, and a Life Insurance License. Strong communication, organization skills, and a client-focused approach are essential.
Required Qualifications
- High school diploma or equivalent (Bachelor’s Degree Preferred)
- Minimum of two (2) years investment sales experience (preferably in a financial institution)
- Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
- Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer
Desired Qualifications
- Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
- Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space
- Excellent knowledge of investment/insurance products and financial planning
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