Financial Advisor: Build Your Client Book & Wealth

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

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.