Financial Services Professional

1 week ago


Boise, Idaho, United States Westmark Credit Union Full time
Job Opportunity: Financial Advisor

Westmark Credit Union is seeking a skilled and experienced Financial Advisor to provide investment products and services to our valued members.

**Key Benefits:**

  • Competitive compensation package
  • Comprehensive health insurance options for employees and family
  • 401k with company match
  • Tuition Reimbursement and Scholarships
  • Employee Assistance Program

**Responsibilities:**

  • Meet with clients to assess financial goals and provide personalized advice
  • Design and implement investment strategies for managed accounts
  • Ensure regulatory compliance and maintain operational policies
  • Attend meetings as required and conduct branch training
  • Perform any assigned duties by the Manager

**Requirements:**

  • Thorough understanding of financial products and services
  • Proven sales experience and series 7 and 66 securities licenses preferred
  • Minimum of 3 years experience in financial services industry


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