Wealth Advisor

OneAZ Credit Union; Yuma (AZ); Hybrid; USD 65,000 - 105,000; Full time

Benefits offered by this job

Paid time off

Medical, Dental & Vision plans

Paid childcare assistance

Award‑winning 401K

Gym reimbursement

Tuition Reimbursement

Student loan repayment

Job summary

OneAZ Credit Union in Arizona is seeking a Financial Advisor to serve members across multiple branches. The role focuses on delivering financial guidance, building trusted relationships, and meeting production goals within a compliant framework.

You will collaborate with branch teams, plan client meetings, and help members pursue goals in investments, insurance, and retirement planning. A strong regulatory background and state licenses are essential for success.

Qualifications

• Bachelor's degree in Economics, Finance or Business.
• 1–3 years of Financial Advisor experience; minimum two years recommended.
• FINRA registrations SIE, Series 7 and 63/65 (or 66) required.
• AZ Life, Health and Variable Products License required.
• CFP certification preferred.

Responsibilities

• Present a professional image and cultivate relationships with members and staff.
• Build trust and participate in staff meetings and functions.
• Execute marketing plan phases to generate targeted appointment benchmarks with members.
• Attain commission goals and activities according to standards.
• Cultivate business through community involvement and partnerships with branch staff.
• Coordinate with branch management, lending and Business Services to build profitable relationships.
• Ensure compliance with broker-dealer, insurance and securities requirements.
• Adhere to policies, standards of honesty, fairness, and integrity.

Skills

Production goals

Education

Bachelor's degree in Economics/Finance/Business

AZ Life, Health and Variable Products License

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

Certified Financial Planner (CFP)

Job description

Join Us in Making an Impact

At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it!

Who You Are

You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well‑being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together.

What You’ll Do

This position will be located in multiple branches including Happy Valley, Scottsdale, and Glendale Branches.

• Present a professional image and cultivate a strong working relationship with Credit Union associates, members, and other key people involved in the Credit Union.
• Cultivate strong working relationships and build trust among credit union staff by attending and participating in staff meetings and other credit union staff functions.
• Implement the phases of the marketing plan created with the officer over investment services to generate targeted appointment benchmarks with members.
• Attain commission goals and activities according to standards.
• Cultivate business through community involvement.
• Partner with branch management, lending and Business Services associates to build profitable relationships.
• Comply with broker dealer, insurance and securities requirements.
• Conduct business according to policies' and procedures' standards of honesty, fairness, and integrity.
• Render service to members and associates according to prescribed standards.
• Follow the established guidelines for maintaining client files in accordance with broker dealer policies and practices and FINRA requirements.
• Attend all required training and informational meetings such as those scheduled by the officer over investment services, the training department, or by whatever group oversees broker dealer compliance.
• Ensure duties are performed in accordance with established standards and in compliance with laws and regulations.
• Stay abreast of current legislation, regulations and policies.
• Complete and submit tracking and reporting data into the customer relationship management (CRM) system.
• Ensure compliance with relevant agreements, such as those governing broker dealer registered representatives.

What You Bring

• High School Diploma Require
• Bachelor's Degree College degree, preferably in Economics, Finance Business, or equivalent work experience
• 1 to 3 years of similar or related experience. Minimum of two years’ work experience as a Financial Advisor.
• Ability to achieve production goals, with minimal dependence on Credit Union referrals.
• FINRA Registration: SIE, Series 7, 63/65 (or 66), required
• AZ Life, Health and Variable Products License, required
• Certified Financial Planner (CFP), preferred
• A passion for people, innovation, and growth.

Compensation & Benefits

• Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time
• Low-cost Medical, Dental & Vision plans
• Paid childcare assistance
• Award‑winning 401K
• Gym fee reimbursement
• Tuition Reimbursement
• Student loan repayment
• ...and much more. Explore all the details in our comprehensive Benefits Booklet

Why Join OneAZ?

At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers.

We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible.

Additional Notes

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws.

All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws.

Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency‑regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS).

Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti‑Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all‑inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.