Financial Advisor

TwinStar Credit Union; Portland (OR); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Paid Sick Leave

Floating Holiday

Self-Care Time

Volunteer Time

Job summary

An established industry player is seeking passionate individuals to join their team as Financial Planners. This remote position, based out of Portland, offers a unique opportunity to impact members' financial well-being through comprehensive planning and investment services. You will engage with clients through various outreach methods, ensuring their financial needs are met with empathy and professionalism. Enjoy a rewarding career with competitive pay, performance-based incentives, and a comprehensive benefits package that supports your growth and well-being. If you're ready to make a meaningful impact in your community, this role is for you!

Qualifications

• 3+ years of experience in direct sales in securities and insurance industries.
• Certifications required: Series 7, Series 66 or Series 65 & Series 63.

Responsibilities

• Provide financial planning services and implement financial plans.
• Develop internal and external referral sources through community activities.
• Ensure all disclosure documents are properly explained and signed.

Skills

Sales Techniques

Financial Planning

Client Interaction

Budgeting

Follow-up Activities

Education

Series 7 Certification

Series 66 Certification

Insurance License

3+ Years in Sales

Job description

We are excited to invite passionate individuals to join our team, where you will embark on a rewarding career journey filled with growth, support, and the opportunity to make a meaningful impact on our members and the community we serve. Our core values—authenticity, boldness, collaboration, dignity, and empathy—guide everything we do and foster an inclusive culture that prioritizes teamwork and innovation.

Applicants are encouraged to apply byApril 14th, 2025. Job postings are subject to close early or extend longer than the anticipated closing date. We recommend applying as soon as possible.

Location:

• This position is remote based out of Portland OR, and will be required to regularly travel to Portland, North Bend, and Beaverton (up to 4 to 5 times per week for meetings).

Pay Range:

• The full hourly pay range is $29.39 - $44.09
• We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.

Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview:

This position provides financial planning services and implements financial plans. Responsible for providing policy and investment services as required including follow-up on recommendations or quotations provided to members. Develops internal and external referral sources through participation in credit union events, community activities, and participation in seminars to member groups.

What you’ll do:

• Approaches clients through a combination of methods, including mail, phone solicitations, presentations to groups, and public speaking to member groups on the general subject of financial well-being.
• Determines the extent of present coverage or investments, as well as a plan for long-term goals and makes recommendations accordingly.
• Develops internal and external referral sources through participation in Credit union events, community activities, and participation in seminars to member groups. May coordinate and conduct presentations and member seminars as needed.
• Ensures that all disclosure documents are properly explained to, understood, and signed by the member.
• Follows up on all leads.
• Participates in the development of annual audit plans.
• Makes sales and retention calls on prospects and clients with the objective of securing new sales, additions to existing accounts and increasing total account revenues.
• Meets sales volume and standards of activity.
• Provides financial planning services and implements financial plans.
• Provides policy and investment service as required including follow-up on recommendations or quotations provided to members.
• Refers members as appropriate to the credit union for services.
• Schedules fact-finding appointments with clients to ascertain their particular needs and financial situations.
• Takes securities and insurance applications and opens securities and insurance accounts.
• All other duties as assigned.

Qualifications:

• Certifications: Series 7, Series 66 or Series 65 & Series 63, and Insurance License.
• A minimum of three (3) years experience in direct sales in the securities and insurance industries or an equivalent combination of education and/or experience required.

What you’ll bring:

• Knowledge and understanding of credit union structure, direction, goals, business plan, member service expectations, financial performance and other critical aspects of the credit union.
• Knowledge of Financial Planning concepts and components including insurance, cash flow analysis, college, net worth, mortgage and debt analyses, and other components that are part of basic Financial Planning information gathering and analysis.
• Knowledge of the products and services offered by credit union including the various types of loan and investment options available.
• Gather and analyze basic financial services data.
• Skilled in budgeting, planning and goal setting.
• Skilled in sales methods and techniques, including active follow-up activities.
• Ask the right questions and uncover another’s needs, goals, and existing situation and to prepare an organized well thought out analysis, which provides essential and personal information so a personal plan can be developed and offered to members.
• Identify weaknesses in a member’s financial picture and resolve the weakness by recommending changes.
• Interact in a very skilled and professional manner with the membership.
• Obtain and maintain financial certification, Series 7, 63, and 65 licenses and life/health/disability/long-term care insurance licenses.

Total Rewards:

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Employees also have access to Life and AD&D insurance. Employees are able to enroll in our 401k plan. Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

TwinStar Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.