Financial Advisor

1 week ago


Spokane, Washington, United States Numerica Credit Union Full time
Job Title: Financial Advisor

Join Numerica Credit Union as a Financial Advisor and play a vital role in helping our members achieve their financial goals. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our members, helping them make informed decisions about their financial futures.

Key Responsibilities:
  • Provide personalized financial planning and investment advice to members
  • Assess members' financial situations and develop tailored financial plans
  • Recommend investment products and services to meet members' needs
  • Monitor and adjust financial plans as needed to ensure members' goals are met
  • Stay up-to-date on market trends and economic conditions to provide informed advice
Requirements:
  • Bachelor's degree in a related field, such as finance, economics, or business
  • Series 7, 65, or 66 license, or ability to obtain within 6 months
  • 3-5 years of experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer:
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and supportive work environment
  • Recognition and rewards for outstanding performance

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