Financial Services Representative

4 weeks ago


Pasco, Washington, United States STCU Full time
Financial Advisor Job Description

STCU is seeking a Financial Advisor to provide retirement and investment services in the Pasco, Washington and greater Tri-Cities, Washington area.

This position is responsible for helping employees, members, and new clients by assessing their financial goals, needs, and objectives while providing them with exceptional personalized service and investment products.

You'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals.

This role requires a strong desire to serve others, a commitment to working hard, and a fun-loving attitude. You'll be an employee of STCU and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC).

Key Responsibilities:

  • Develop and maintain long-term relationships based on trust and respect for clients, employees, and members.
  • Identify and evaluate member and employee needs for financial services by assessing the objectives and goals of the individual and developing an investment strategy.
  • Follow through on the goals and expectations set forth by the Program Manager by consistently achieving the production, sales, and service goals.

Requirements:

  • FINRA Series 7, 63 required. FINRA Series 65 or 66 preferred. State life, accident, health, and insurance licenses required.
  • Minimum of three years licensed registered representative sales experience required or proven ability in a related position at STCU.
  • Previous experience working in a credit union environment is preferred.

Benefits:

  • Warm leads: Partner with retail team members and enjoy warm leads, referrals, and already-established credibility.
  • Large opportunity: Easily tap into the credit union's member base to find new clients.
  • No proprietary products: Recommend and sell whatever products best meet your clients' needs.

STCU offers excellent benefits, including medical, dental, vision, and life insurance, training and career development, 401(k) matching contributions, and tuition reimbursement.



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