Wealth Advisor: Financial Planning & Community Impact

OneAZ Credit Union; Scottsdale (AZ); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Paid time off

Low-cost medical/dental/vision

401K

Tuition reimbursement

Job summary

OneAZ Credit Union seeks a Financial Advisor to serve members across Central Region and Scottsdale locations. You will analyze financial goals, recommend insurance and securities products, and build lasting relationships through regular reviews and community involvement.

The role emphasizes driving sales, meeting production targets, and collaborating with branch teams to deliver comprehensive financial solutions within regulatory guidelines.

Qualifications

• High School Diploma required.
• Bachelor's Degree in Economics, Finance, or Business preferred or equivalent experience.
• 1–3 years of related experience; minimum 2 years as Financial Advisor.
• FINRA Registration: SIE, Series 7, 63/65 (or 66) required.

Responsibilities

• Assist members with investment planning and total-Needs based recommendations.
• Identify financial goals through face-to-face discussions and reviews.
• Establish ongoing client relationships through periodic reviews and outreach.
• Participate in local community activities to cultivate business.
• Meet commission goals and contribute to branch performance.

Skills

Total-Needs Based Selling

Relationship Building

Sales Goals Orientation

Communication Skills

Education

High School Diploma

Bachelor's Degree in Economics/Finance/Business

Tools

CRM system

Job description

OneAZ Credit Union seeks a Financial Advisor to serve members across Central Region and Scottsdale locations. You will analyze financial goals, recommend insurance and securities products, and build lasting relationships through regular reviews and community involvement.

The role emphasizes driving sales, meeting production targets, and collaborating with branch teams to deliver comprehensive financial solutions within regulatory guidelines.