wealth advisor

orsa credit union; Plymouth (MI); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, Vision

PTO

Parental leave

Wellbeing stipend

Flexible work options

Community groups

Job summary

orsa credit union is seeking a Wealth Advisor responsible for selling wealth management products to members across branches. The role includes coaching teammates, meeting with prospective clients, reviewing goals, and presenting investment solutions.

A base rate of $48,000 plus a sizeable commission structure accompanies the position. Responsibilities include providing tailored investment guidance, retirement planning, and estate considerations, while growing assets under management and ensuring

Qualifications

• High school diploma or equivalent required.
• Minimum 3 years of sales experience.
• NASD, Series 7, Series 63, and Insurance licenses.
• Demonstrated excellent communication, sales, leadership and organizational skills.

Responsibilities

• Provide customized investment strategies for members and coach team members in sales.
• Guide retirement planning, tax-efficient investing, estate considerations, and income strategies.
• Deliver personalized financial plans aligned with client objectives and life stages.
• Stay informed on market trends, regulatory changes and economic developments.
• Grow assets under management through referrals and partnerships.
• Monitor portfolio performance and rebalance as needed.
• Maintain regulatory and ethical standards and ensure client documentation is accurate.

Skills

Communication

Sales

Leadership

Organizational skills

Series 7 License

Series 63 License

Insurance Licenses

Education

High school diploma or equivalent

BA/BS degree

Job description

At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.

We’ve been recognized as one of the Regional Best and Brightestcompanies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness, reflecting our deep commitment to our team members and the communities we serve.

About the role:

The wealth advisor is responsible for the sales of wealth management products. This individual serves the members of multiple branches; provides coaching and sales support to team members; identifies, profiles and meets with prospective clients; reviews investment goals; prepares presentations to recommend members appropriate investment products; follows up on client contacts; and closes sales of wealth management products.

This position has a base rate of $48,000 + a sizeable commission structure.

A Day in the life of the wealth advisor can look like:

• Provide customized investment strategies to help members as well as sales support and coaching to team members, providing tools and incentives for members to utilize the credit union’s investment & insurance services.
• Provide guidance on retirement planning, tax-efficient investing, estate considerations, and income strategies.
• Deliver personalized financial plans aligned with client objectives and life stages.
• Stay informed on market trends, economic developments, and regulatory changes.
• Grow asset under management through referrals, networking, and internal partnerships.
• Monitor portfolio performance and rebalance as appropriate.
• Adhere to all regulatory, compliance, and ethical standards.
• Maintain accurate client documentation with in the CRM and ensure suitability requirements are met.
• Perform other duties as directed by leadership.

What you bring to the table:

• High school diploma or equivalent.
• Minimum 3 years of sales experience.
• NASD, Series 7, Series 63, and Insurance licenses.
• Demonstrated excellent communication, sales, leadership and organizational skills.

You might also have:

• BA or BS degree from a four-year institution.
• Experience in public speaking and leading public seminars.

We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah!and Curiosity.

As a team member of orsa, you’ll enjoy:

• Comprehensive medical, dental, and vision plans
• Generous paid time off package for all full-time team members
• Up to 12-weeks paid paternity/maternity leave
• Lifestyle Accounts to help with your personal wellbeing
• Family Health Benefits
• Paid time off to observe all Federal Holidays
• Flexible work options depending on position
• Numerous employee engagement activities
• Community Resource Groups
• Paid time off for occasions such as volunteering, caregiving, and family events

Equal Employment Opportunity Policy:

orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.

Disclaimer:

This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.

Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!