Job: Financial Advisor - Pullman, WA

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Pay

Earnings are draw plus commission, with an excellent benefits package!

Posted: 06/20/2017

Job Status: Full Time

Job Description

Where it’s located:  Serving Pullman, WA and surrounding areas
When you’d work: Monday – Friday, 8:30 am to 5:30 pm, full time and exempt
How much you’ll earn?  Earnings are draw plus commission, with an excellent benefits package! 

What does a Financial Advisor do? 

Provides members with advice and services regarding their personal financial planning and investment needs. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act, broker dealer compliance standards, and investment industry regulating bodies. Abides by a strict and professional code of conduct. 

  • Through the approved product list of our broker dealer, offers non-deposit investment accounts to Credit Union membership
  • Helps identify opportunities to help members achieve various financial goals
  • Develops a member experience that corresponds to maintaining a book of business
  • Works with front line (branch and Contact Center) and other lines of business to increase member penetration for investments
  • Conducts financial education seminars to grow clientele
  • Keeps up to date in market knowledge, financial planning, technology, and wealth management tools to best serve membership
  • Achieves and surpasses annual revenue goal
  • Facilitates advisory business to develop constant level of recurring income
  • Works with branch partners to help them achieve their annual goal
  • Prepares and maintains proper documentation, reports and records within the company CRM system in accordance with established procedures and compliance needs
  • Responds in a timely manner to all questions of suitability from Broker Dealer and OSJ
  • Keeps up to date with all required continuing education from Regulatory, Broker Dealer and Credit Union
  • Represents WSECU Investment Management and WSECU by presenting a positive and professional image
  • Contributes new ideas and strategies to improve production and work processes
  • Assists in championing the investment department enterprise wide 

What are the requirements?

  • Four (4) year degree in business, accounting, economics or finance or equivalent work experience
  • Three (3) or more years of experience in a financial sales position
  • FINRA Series 7, 63, 65 or 66 and state life and health insurance licenses
  • Satisfactory background check and clean record with securities regulations bodies
  • Must be authorized to work in the USA – Visa sponsorship is not available

What are the preferred qualifications?

  • Certified Financial Planner (CFP) or Master’s Degree in business
  • Experience offering securities products in a financial institution

 

What do we mean by ‘We’re All In’?

Together, we can take care of today and grow for tomorrow. 

This is WSECU’s Brand Promise. It means we’re here for our members.  We’re here for each other.  And we’re here for our communities.  In other words, we’re all in…for all of us. 

For many of our employees, WSECU is a second family. We take care of each other as much as we take care of our members.  Just take a look at our employee testimonial page and see what our staff has to say. 

And it doesn’t stop there – we also reach out in many different ways to take care of the communities we’re proud to serve. 

We look forward to receiving your application and learning more about you!

Contact us at 360-943-7911 with any questions.

Know someone who would be perfect for the job? Read the WSECU Employee Referral Program

Equal Opportunity Employer

We also proudly support veterans and those currently serving in the armed forces

 

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Application Instructions

To be considered for employment at WSECU, all applicants must submit a resume. The application link is below.

CLICK HERE TO APPLY!

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Locations

Tumwater Trosper
575 Trosper Rd SW, Ste 104
Tumwater, US 98512
Bellevue
155 108th Ave. NE, Suite 100
Bellevue, WA 98004
Chehalis
2015 NE Kresky Ave
Chehalis, WA 98532
Ellensburg
604 E University Way, Munson Hall
Ellensburg, WA 98926
Everett
404 128th St SW
Everett, WA 98204
Federal Way - Dash Point
34024 Hoyt Rd SW
Federal Way, WA 98023
Lacey Credit Union Center (LCUC)
4540 6th Ave SE
Lacey, WA 98503
Lakewood
9540 Bridgeport Way SW
Lakewood, WA 98499
Medical Lake
205 E Hwy 902
Medical Lake, WA 99022
NW Compliance Group
2405 Evergreen park drive SW, suite b4
Olympia, WA 98502
Olympia Branch / Corporate Headquarters
330 E Union Ave
Olympia, WA 98501
Olympia: Martin Way
4245 Martin Way E
Olympia, WA 98516
Olympia: Westside
2006 Harrison Ave
Olympia, WA 98502
Pullman Bishop
405 SE Bishop Ave
Pullman, WA 99163
Pullman CUB
1500 NE Terrell Mall
Pullman, WA 99164
Puyallup - South Hill
17526 Meridian Ave E., Suite 106
Puyallup, WA 98373
Seattle: Fairview
1500 Fairview Ave E, Ste 100
Seattle, WA 98102
Seattle: U-District
1100 NE 45th St, Ste 110
Seattle, WA 98105
Spokane
2523 W Northwest Blvd
Spokane, WA 99205
Spokane Valley
12209 E Mission Ave, Ste 1
Spokane, WA 99206
Tumwater Town Center
100 71st Ave SW
Tumwater, WA 98501
Yakima
1400 Lakeside Ct, Ste 101
Yakima, WA 98902
Tumwater Trosper
Bellevue
Chehalis
Ellensburg
Everett
Federal Way - Dash Point
Lacey Credit Union Center (LCUC)
Lakewood
Medical Lake
NW Compliance Group
Olympia Branch / Corporate Headquarters
Olympia: Martin Way
Olympia: Westside
Pullman Bishop
Pullman CUB
Puyallup - South Hill
Seattle: Fairview
Seattle: U-District
Spokane
Spokane Valley
Tumwater Town Center
Yakima