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Financial Advisor in Redmond
2 months ago
OCCU is here to enrich lives. We do this by hiring tenacious, humble, and big-hearted individuals who are driven to work hard; contribute to an outstanding member experience; support their community through volunteering and advocating for community needs and are dedicated to their own individual growth and development.
As a Finacial Advisor, you will act as a trusted advisor in all interactions with members and potential members. Meet with members and potential members to determine appropriate investment options and financial planning scenarios. Promote Investment Services products and services. Continually seek to
increase the asset base of OCCU Investment Services.
Every day you will:
Consistently demonstrate alignment with OCCU's vision and values.
Meet with members to establish and deepen relationships.
Assist members at all levels of wealth accumulation with developing strategies to enhance individual financial health.
Educate members regarding the range of applicable investment options available to them.
Continually build a book of business by reaching out to potential members to educate them about OCCU Investment Services.
Develop internal and external referral sources through participation in OCCU events, community activities, and participation in seminars for professional groups. Develop a
network of external experts to provide business and legal advice to promote the success of the department. Maintain positive business relations with third-party vendors.
Maintain accurate client account records in accordance with applicable regulations and OCCU procedures.
Assist the team with logistics for member educational seminars that promote the sale and use of OCCU Investment Services products and services.
Understand OCCU’s products and services, and actively recommend appropriate products and services to achieve OCCU’s goals.
Share and communicate ideas and processes in verbal and written form to business
units and staff in a clear and concise manner. Present training to other staff and branch
personal as needed.
Follow all BSA regulations, including completing CTR reports when applicable, reporting
suspicious activity via SAR when applicable and completing annual training.
To thrive in this role, you must have:
A minimum of three years of similar or related experience.
Demonstrated high interpersonal skills, with an entrepreneurial attitude towards expanding the client base. Demonstrated sound judgment in adopting the investment positions agreed to by clients.
Prior experience as a stockbroker or financial planner is required.
Bachelor’s degree required, in Accounting or Finance preferred, and/or demonstrated experience driving measurable business outcomes.
Fully licensed with Series 7, 65/66, and state insurance licenses required.
An equivalent combination of experience and education that demonstrates the knowledge, skills, and abilities required for the position will be considered in lieu of the outlined requirements.
Qualified candidates for this position will have the relevant education and experience necessary to perform the essential functions and meet the minimum performance expectations for this position with or without accommodation.
OCCU offers a robust compensation and benefits package including:
Low-cost medical, dental, and vision insurance.
401(k) retirement plan with employer match.
Paid time off in addition to 12 paid holidays.
Tuition reimbursement for eligible education and training.
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