Financial Advisor / Investment Representative

Idaho Credit Union League • Salem, OR 97304

Posted 1 month ago

Job Description

Financial Advisor / Investment Representative
-Credit Union:
Oregon State Credit Union

Region:Salem, OR, USA 97304


Contact:Brie Caffey
Phone:(555) 555-5555


Job Description:

With over one billion dollars in assets,Oregon State Credit Unionis one of the mostrespected credit unionsin the Northwest with a strong reputation of integrity, unsurpassed service, and member focus. We are a team with a passion for creating financial solutions that makes lives better. Join us!

As aFinancial Advisorin our Salem area, youll enhance the financial future of our members by providing high level expertise on investment and insurance products. Youll be responsible for developing and maintaining an annual business plan of production and promotion goals, creating and maintaining account relationships, and developing prospects for the purpose of marketing investment, insurance, and other credit union products. Youll participate in community and credit union events and financial education opportunities to promote investment services, both internally and externally, and will play a key role in developing strategies concerning internal and external promotion of investment services to the community. And adhering to the highest ethical standards, youll be responsible for the creation and retention of documents required by regulation and policy.

(Representatives are employed by Oregon State Credit Union and registered through CUSO Financial Services, L.P. (MemberFINRA/SIPC). To learn more about CUSO Financial Services, L.P., go to

Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. Thats what makes us different from banks and how were able to create financial solutions that make lives better. Your financial expertise in the role of Financial Advisor is essential to our success.

What you will need to be successful:
-Bachelor degree in Business preferred or equivalent experience
-5 8 years investment services experience required with emphasis in the following areas: retirement planning, mutual funds, securities, annuities, and insurance products
-Must have Oregon Life Insurance license, Series 7 and 63 licenses with a clean FINRA record; Series 65 or CFP, CLU preferred
-Articulate and professional written and oral communication
-Excellent customer service skills and ability to establish effective working relationships across the organization and with the general public
-Experience in any or all of the follow areas is preferred:
-Morning Star
-Retirement Forecaster
-Albridge Wealth Reporting

Ways well appreciate you:
-A positive atmosphere
-Competitive wages, paid holidays and paid time off
-401k Plan with an amazingly generous credit union match
-Medical, vision, dental, life and disability insurance
-Health and dependent care Flexible Spending Plans
-Premier membership perks, loan discounts, wellness and recognition programs

Apply right now using our 3 minute application!

Location:Marion and Polk Counties
Work type:Full-time, exempt

Equal opportunity employer, including vets and disabilities

The above information is intended to provide the general nature of work performed in this position and outline primary qualifications. See the complete job description for more information.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

Education/Experience Required:

4 Year Degree


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