Impactful Wealth Advisor for Members

OneAZ Credit Union; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Generous paid time off

Job summary

OneAZ Credit Union in Phoenix, AZ is seeking a Financial Advisor to serve members with Total-Needs Based planning and investment guidance. You will assess financial goals through face-to-face analysis and offer suitable insurance and securities products while building lasting member relationships.

You'll work across branches to meet goals, participate in community activities, and ensure compliance with broker-dealer policies and FINRA requirements.

Qualifications

• High school diploma required; bachelor's preferred.
• 1–3 years in financial advisory or related role.
• FINRA registration (SIE, Series 7, 63/65 or 66) required.
• AZ Life, Health and Variable Products License required.

Responsibilities

• Provide Total-Needs Based financial planning and investment guidance.
• Develop relationships through ongoing periodic reviews.
• Identify appropriate insurance and securities products to meet member goals.
• Support community outreach and local events to grow business.
• Ensure compliance with broker-dealer policies and FINRA rules.

Skills

People skills

Sales aptitude

Relationship building

Education

High School Diploma

Bachelor's Degree in Economics/Finance/Business or equivalent

Tools

FINRA Registration: SIE, Series 7, 63/65 (or 66)

AZ Life, Health and Variable Products License

Job description

OneAZ Credit Union in Phoenix, AZ is seeking a Financial Advisor to serve members with Total-Needs Based planning and investment guidance. You will assess financial goals through face-to-face analysis and offer suitable insurance and securities products while building lasting member relationships.

You'll work across branches to meet goals, participate in community activities, and ensure compliance with broker-dealer policies and FINRA requirements.