financial advisor

About the role

The wealth advisor is responsible for the sales of wealth management products. This individual serves the members of multiple branches; provides coaching and sales support to team members; identifies, profiles and meets with prospective clients; reviews investment goals; prepares presentations to recommend members appropriate investment products; follows up on client contacts; and closes sales of wealth management products.

This position has a base rate of $48,000 + a sizeable commission structure.

What you bring to the table

• A high school diploma or equivalent
• Minimum 3 years of sales experience
• NASD, Series 7, Series 63, and Insurance licenses
• Demonstrated excellent communication, sales, leadership and organizational skills
• You might also have:
• BA or BS degree from a four-year institution
• Certified Financial Planner (CFP) certification
• Experience in public speaking and leading public seminars

Qualifications

High school diploma or equivalent.

Minimum 3 years of sales experience.

NASD, Series 7, Series 63, and Insurance licenses.

Demonstrated excellent communication, sales, leadership and organizational skills.

You might also have:

• BA or BS degree from a four-year institution.
• Certified Financial Planner (CFP) certification.
• Experience in public speaking and leading public seminars.

Benefits

Comprehensive medical, dental, and vision plans

Generous paid time off package for all full-time team members

Up to 12-weeks paid paternity/maternity leave

Lifestyle Accounts to help with your personal wellbeing

Family Health Benefits

Paid time off to observe all Federal Holidays

Flexible work options depending on position

A generous 401k match

Multitude of employee engagement activities

Community Resource Groups

Paid time off for occasions such as volunteering, caregiving, and family events

Contact/application information

If this description appeals to you, please submit an application!

A member of orsa’s talent acquisition team will be in contact with you shortly!

Equal Employment Opportunity Policy

orsa credit union is an equal opportunity employer (M/F/D/V).

We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.