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Job Details

Financial Advisor

Job Summary

  • Company: Linda DiOrazio, Independent Recruiter
  • Location: Aberdeen, Washington (Aberdeen, WA)

Job Description

This is an innovative opportunity that provides full financial planning services to members of credit unions. As a financial advisor in this model, you have an excellent opportunity to establish, maintain and develop relationships with the members of the credit union to identify their financial goals by providing both profitability and protection to those members. This includes working directly with the credit union's branch staff to provide education/training for them so as to generate a referral stream of members for you. Working within a credit union environment allows you as an advisor, to become a part of an organization that focuses on service, value and community.

Here’s what we offer:

Captive audience of credit union members
Competitive Compensation, Benefits (including multiple medical coverage options), 401K
Continuing education opportunities
No overhead for office space
Marketing Support
Seminar and workshop presentations to the credit union members
Opportunities to work closely with branch staff for training/coaching and referral generation across multiple branch locations
Full legal and compliance back office support
Complete brokerage menu
Here’s what is needed in qualified candidates:

Experience within the financial service industry in interacting with clients and meeting their financial needs
NASD Series 6, 7, 65 and/or 66 (and Series 63 in states where required)
State Life/Health Licenses
Ability and willingness to pursue, CFP, ChFC, or CLU Designation

Candidates interested in applying to this role should e-mail