Financial Services Representative

1 week ago

Spokane, Washington, United States STCU Full time
Company Overview

STCU is recognized as one of the leading credit unions in the United States, consistently achieving high performance ratings and earning accolades as one of Fortune Magazine's Great Places to Work. We seek individuals who are passionate about serving others, committed to continuous learning, and dedicated to making a positive impact in the lives of our members. Our core values include joyfulness, generosity, belonging, goodness, and striving for excellence. We aim to be a positive force in the community while assisting our members in reaching their financial aspirations.

Benefits Offered:
  • Comprehensive medical, dental, vision, and life insurance
  • Opportunities for training and career advancement
  • 401(k) with matching contributions
  • Tuition reimbursement programs
For a detailed overview of our benefits, please refer to our benefits guide.
Salary range: $4,333 - $25,000+ per month based on production metrics.

Position Overview

STCU is looking for a Financial Advisor to deliver retirement and investment solutions in the Spokane area, primarily based at our Moran Prairie Branch. This role involves assisting employees, members, and prospective clients by evaluating their financial objectives and providing exceptional personalized service along with tailored investment products. You will leverage your sales skills and relationship-building abilities to help our members identify their financial needs and goals.

As a member of our team, you will also serve as a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC), with the necessary securities industry licenses held by CFS and MTC.

Key Responsibilities:
  • Establish and nurture long-term relationships built on trust and respect with clients, employees, and members through regular meetings, branch training sessions, and maintaining consistent office hours.
  • Assess member and employee needs for financial services by understanding individual objectives and crafting tailored investment strategies.
  • Meet the production, sales, and service goals set by the Program Manager through consistent follow-through.
Additional Responsibilities:
  • Represent STCU and CUSO Financial Services (CFS), L.P. in accordance with NCUA guidelines while engaging with major clients, industry organizations, regulatory bodies, and other key stakeholders.
When you join STCU as a Financial Advisor, you will benefit from:

Warm Leads: Collaborate with retail team members to access warm leads and referrals, enhancing your credibility.

Significant Opportunities: Easily connect with the credit union's member base to discover new clients.

No Proprietary Products: Offer and recommend the best products tailored to your clients' needs.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a proven 25-year history of meeting the investment needs of credit unions and their members. We provide a clear pathway to the future of wealth management with the agility, senior-level access, and expert technology required to succeed.

Qualifications:

Education: High school diploma or equivalent required; a Bachelor's degree in a related field is preferred.

Certifications: FINRA Series 7 and 63 are required; Series 65 or 66 is preferred. State life, accident, health, and insurance licenses are necessary. A Certified Financial Planner designation is preferred. A clean U-4 is required, and any criminal history must be disclosed to CUSO Financial Services, LP.

Experience: A minimum of three years of licensed registered representative sales experience is required, or proven success in a related role at STCU. Previous experience in a credit union environment is preferred.

Software Skills: Proficient in MS Office applications, including Outlook, Word, Excel, and Teams.

Physical Demands: Must be able to regularly communicate, hear, and operate a computer, keyboard, and mouse, with occasional lifting of up to 10 pounds with accommodations.

Work Conditions: Exposure to moderate office sounds and a high-stress, fast-paced environment.

Travel Requirements: Regular travel to branches within your region is necessary.

Additional Information:

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