We are excited to hear from you and have a chance to meet you!
Please complete our application including the Education and Employment History sections. Be sure to attach a resume.
Senior Financial Advisor
P.O. Box 718 Olympia, Washington 98507
Do you want to join one of the fastest growing credit unions in the Pacific Northwest?!?
Senior Financial Advisor needed for expanding local credit union! This person is responsible for the assignment and coordination of the work performed from a sales perspective by the Financial Advising Team. You would sell approved insurance and investment products, as well as provide financial planning services to both individual and group clients. An average day would include administration, sales development and relationship management for all accounts and you also would provide ongoing services to current client base according to their needs.
Applicant MUST possess and maintain a WA State License to sell health, life, long term care and disability insurance. MUST hold and maintain Series 7, 66 and 63 securities licenses. Requires at least 3 years direct sales experience in the securities and insurance industries. MUST be bondable. MUST have reliable transportation.
This is a direct hire opportunity through Opti Staffing. Please email Amy Thayer at [email protected] with your current resume and references. Qualified applicants will be contacted.