Financial Advisor

Washington State Employees Credit Union; Olympia (WA); On-site; USD 48,826 - 59,677; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Insurance

401(k) with 8.5% contribution

Paid Volunteer Leave

Job summary

Washington State Employees Credit Union is seeking a Financial Advisor to manage a book of business and help clients with personalized financial solutions. Candidates should have a bachelor's degree in a related field, along with relevant financial sales experience.

This role offers competitive annual earnings of $54,252 plus commissions, and includes comprehensive benefits such as medical, dental, and a generous 401(k) plan.

Qualifications

• 3+ years of experience in a financial sales position.
• FINRA Series 7, 63, 65 or 66 licenses or ability to obtain.
• Ability to work under pressure and handle sensitive information.

Responsibilities

• Develop and maintain a clientele of investment clients.
• Identify opportunities to help members achieve financial goals.
• Conduct financial education seminars to grow clientele.

Skills

Interpersonal communication

Data analysis

Microsoft Office Suite

Financial calculation

Education

Bachelor’s degree in business, accounting, economics or finance

Job description

Overview

This is a unique opportunity to step into an established book of business through a planned two‑year transition with a retiring Financial Advisor. As a Financial Advisor, you’ll partner with clients to help manage every aspect of their financial lives by providing personalized guidance, education, and customized financial planning and investment solutions. If you’re passionate about building trusted relationships and helping clients achieve their financial goals, we invite you to join our team.

Responsibilities

• Develop and maintain a clientele of investment clients, using the approved product list of our broker dealer and offering non‑deposit investment accounts to Credit Union members
• Identify opportunities to help members achieve various financial goals
• Develop a member experience that supports maintaining a book of business
• Work with front‑line branch and Contact Center staff and other lines of business to increase member penetration for investments
• Conduct financial education seminars to grow clientele
• Keep up to date in market knowledge, financial planning, technology, and wealth‑management tools to best serve membership
• Achieve and surpass annual revenue goal
• Facilitate advisory business to develop a constant level of recurring income
• Partner with branch teams to help them achieve their annual goals
• Prepare and maintain proper documentation, reporting and recording within the company CRM system in accordance with established procedures and compliance needs
• Respond in a timely manner to all questions of suitability from Broker Dealer and OSJ
• Stay current with all required continuing education from Regulatory, Broker Dealer and Credit Union
• Represent WSECU Investment Management and WSECU by presenting a positive and professional image
• Contribute new ideas and strategies to improve production and work processes
• Assist in championing the investment department enterprise‑wide

Qualifications

• Bachelor’s degree in business, accounting, economics or finance or equivalent work experience
• Three (3) or more years of experience in a financial sales position
• FINRA Series7,63,65 or66 and state life and health insurance licenses or ability to obtain within six months
• Satisfactory background check and clean record with securities regulation bodies
• Well‑developed interpersonal, written and telephone communication skills
• Ability to calculate figures and percentages
• Ability to collect and analyze data
• Microsoft Office Suite proficiency
• Ability to work under pressure and to handle sensitive information

Compensation

Competitive pay: Earnings $54,252/annually plus commissions, plus an annual discretionary incentive plan.

Benefits

• Medical, Dental, Vision, and Life Insurance with premium options paid by WSECU
• Full‑time regular employees accrue general leave and sick leave on a monthly basis; part‑time employees accrue general leave on a monthly basis
• 11 paid holidays
• Employer‑paid Long‑Term Disability and Long‑Term Care plan for full‑time employees; employer‑paid Long‑Term Care plan for part‑time employees
• 401(k) with 8.5% contribution by WSECU to begin in the first quarter after one year of service
• Paid Volunteer Leave
• Tuition Assistance
• Employee Assistance Program and employee discounts

Work Location

330 Union Ave SE, Olympia, WA 98501

Working Hours

Monday through Friday 8:30 AM to 5:30 PM, full‑time minimum 40 hours per week, with scheduling flexibility to meet service needs for this exempt position.

Diversity and Equal Employment Opportunity

We champion our employees’ unique differences because we believe diversity is critical to the success of our members and the communities we serve. We’re proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law. Accommodations are available for applicants with disabilities.