Financial Advisor

WSECU

Chehalis, WA

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JOB DETAILS

JOB TYPE

Full-time, Employee

SKILLS

Accounting, Background Investigation, Brokerage, Call Centers, Communication Skills, Customer Experience, Customer Relationship Management (CRM) Systems, Data Analysis, Data Collection, Develop and Maintain Customers, Documentation, Economics, Establish Priorities, Finance, Financial Planning, Financial Services, Health Insurance, Health Plan, Incentive Programs, Interpersonal Skills, Life Insurance, Long-Term Care, Microsoft Office, Procedure Development, Regulations, Sales, Securities, Seminars, Series 7, Technical Leadership, Telephone Skills, Time Management, Training/Teaching, Vision Plan, Wealth Management, Writing Skills

LOCATION

Chehalis, WA

POSTED

30+ days ago

As a Financial Advisor, you'll have the opportunity to work on a team that impacts staff and members in direct and meaningful ways, each and every day! We help manage every aspect of our client's financial life, partnering, educating, and guiding them throughout the process to help them make well-informed financial decisions. Following a detailed evaluation of their finances, we will work with them to identify and prioritize their goals and objectives to develop a customized financial plan and investment portfolio. If our dedication encourages you, we invite you to consider joining our team.

Your day might include:

Developing and maintaining a clientele of investment clients, through the approved product list of our broker dealer, offering non-deposit investment accounts to Credit Union membership
Helping identify opportunities to help members achieve various financial goals
Developing a member experience that corresponds to maintaining a book of business
Working with front line (branch and Contact Center) and other lines of business to increase member penetration for investments
Conducting financial education seminars to grow clientele
Keeping up to date in market knowledge, financial planning, technology, and wealth management tools to best serve membership
Achieving and surpassing annual revenue goal
Facilitating advisory business to develop constant level of recurring income
Working with branch partners to help them achieve their annual goal
Preparing and maintaining proper documentation, reporting and recording within the company CRM system in accordance with established procedures and compliance needs
Responding in a timely manner to all questions of suitability from Broker Dealer and OSJ
Keeping up to date with all required continuing education from Regulatory, Broker Dealer and Credit Union
Representing WSECU Investment Management and WSECU by presenting a positive and professional image
Contributing new ideas and strategies to improve production and work processes
Assisting in championing the investment department enterprise wide

What you bring to the team:

Bachelor's degree in business, Accounting, economics or Finance or equivalent work experience
Three (3) or more years of experience in a financial sales position
FINRA Series 7, 63, 65 or 66 and state life and health insurance licenses or ability to obtain within six months
Satisfactory background check and clean record with securities regulations bodies
Well-developed interpersonal, written and telephone communication skills
Ability to calculate figures and percentages. Ability to collect and analyze data
Microsoft Office Suite proficiency, ability to work under pressure, and the ability to handle sensitive information

Competitive pay:Earnings $54,252/annually plus commissions, plus an annual discretionary incentive plan

Where we're located: Serving Tumwater and Chehalis branches and the surrounding area.
Chehalis Branch: 1725 NW Louisiana Ave, Chehalis, WA 98532

Tumwater Town Center Branch: 100 71st Ave SW, Tumwater, WA 98501

Tumwater Trosper Branch: 575 Trosper Rd SW Ste 104, Tumwater, WA 98512

When you'd work: Monday through Friday 8:30 am to 5:30 pm, full-time minimum 40 hours per week, with scheduling flexibility to meet service needs for this exempt position.

Perks: Here are a few benefits and perks we offer:

Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU
Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
Part-Time employees accrue general leave, on a monthly basis
11 Paid Holidays
Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees
Employer paid Long Term Care plan for Part-Time employees
401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
Paid Volunteer Leave
Tuition Assistance
Employee Assistance Program & Employee Discounts
And, you get to work with some awesome people!

WSECU was named to the Forbes Best-In-State Credit Unionlist in 2025, making us the only credit union in Washingtonto earn this recognition five years in a row!

IND1

We look forward to reviewing your application!All applicants must include a resume.Visa sponsorship not available.Contact us at 360-754-2118 with any questions.

We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.

Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 360-754-2118 or email us for assistance.

Equal Opportunity Employer
We also proudly support veterans and those currently serving in the armed forces

About the Company

WSECU

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