Wealth Advisor: Build Prosperity for Members

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

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.