What are the responsibilities and job description for the Financial Advisor position at Oregon Community Credit Union?
OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members.
This is an onsite role location in Eugene and surrounding areas.
The starting salary is a minimum of $60,000 annually, with primary pay through commissions. Financial Advisors support OCCU members by providing financial advice and services. They assist members with financial planning, investment strategies, and retirement planning, ensuring members receive personalized and effective financial solutions.
Qualifications for this role include a minimum of three years of similar or related experience, strong interpersonal skills, experience using judgment to assist clients in adopting the investment position agreed upon and demonstrated sound judgment in adopting the investment positions agreed to by clients. Candidates must be fully licensed with Series 7, 65/66, and state insurance licenses. Financial Planner Certification is preferred. Proficiency in Microsoft Office programs is required.
OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 12 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability. OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.
Salary : $60,000
