Financial Advisor

Tremendous Financial Advisor opportunity with a leading organization providing you support!

 

CUhire is the leading Credit Union Job and Career Network - at www.CUhire.com   Our client is a leading financial institution and has an exciting career opportunity for a Financial Advisor in Tacoma, WA.

 

Isn’t it time you used your expertise as a financial advisor in an environment where the focus is on the client?

 

CUhire has been retained by our client who is seeking a licensed financial professional to join their team. They are a $14.6 Billion organization with over 70 years of successfully partnering with credit unions to help them to compete via a variety of products and services.  MEMBERS Financial Services is an innovative program that provides full financial planning services to the members of credit unions.  As a Financial Advisor with them, you have an excellent opportunity to establish, maintain and develop relationships with the members of the credit union to identify their financial goals, providing both profitability and protection to those members.

 

Here's what they offer:

 

-Captive audience of Credit Union members

-Competitive compensation, benefits (including multiple medical coverage options) matched 401k, company funded pension plan, and more

-Continuing education opportunities

-No overhead or office space

-Marketing support

-Seminar and workshop presentations to the Credit Union members

-Opportunities to work closely with branch staff for training / coaching and referral generation

-Full legal, compliance, and back office support

-Complete brokerage menu

-Administrative support

 

Here's what you need to bring to the table:

 

-Experience within the financial services industry - interacting with clients and meeting their financial needs

-NASD Series 6, 7, 65 and/or 66 (and Series 63 in states where required)

-State Life/Health licenses

-Ability and willingness to CFP, ChFC, or CLU designation

 

It's time to differentiate yourself as a professional within the financial services industry!


Visit the leading Credit Union jobs site to learn how to apply.