Financial Services Professional

4 weeks ago


Spokane, Washington, United States Numerica Credit Union Full time
Financial Services Professional

Numerica Credit Union is seeking a highly skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing exceptional financial planning and investment services to our members.

Key Responsibilities:

  • Assess members' financial goals and objectives to provide personalized financial planning and investment solutions.
  • Identify and recommend suitable insurance and securities products to meet members' needs.
  • Establish and maintain strong relationships with members to provide ongoing financial planning and investment services.
  • Stay up-to-date with market conditions and regulatory requirements to ensure compliance and provide expert advice to members.

Requirements:

  • Bachelor's degree in a related field, plus 3-5 years of experience in the financial services industry.
  • Series 7, 65, or 66 license, as well as insurance licenses.
  • Strong communication and interpersonal skills, with the ability to work with diverse groups of people.
  • Proficiency in Microsoft Office, including Word, Excel, Outlook, and Access.

What We Offer:

  • A competitive salary and commission structure.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) retirement plan with company match.
  • Opportunities for professional growth and development.


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