Financial Advisor- Lake Oswego

OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., a leading Broker/Dealer, to provide an exceptional client experience and build a successful investment program. We focus on assisting members with sound investment and financial planning choices through personalized, goals-based planning.

Responsibilities

• Network, serve, and build relationships with new and existing financial planning & investment clients.
• Assess clients’ short-term and long-term investment needs.
• Advise clients on investment strategies and other financial decisions.
• Prepare presentations that recommend various financial products.
• Review and communicate portfolio performance to clients.
• Prepare and update financial plans based on client circumstances.
• Develop and enhance referral relationships both within and outside the financial organization.
• Develop best practices and systematized processes using comparative industry analytics, profitability, and strategic planning tools.
• Participate in local groups and presentation opportunities as appropriate.
• Proactively refer additional Credit Union products and services in alignment with strategic organization goals.
• Support all branch product and campaign launches.
• Stay current on industry news, regulations, planning resources, product features, and offerings.
• Complete any required continuing education in a timely manner and maintain all required active securities and other industry licenses.
• Follow all rules and regulations set forth by the Credit Union, FINRA, SEC, and the broker/dealer.

Requirements

• FINRA Series 7 and 65 or 66 licenses.
• State Life & Health Insurance license.
• Minimum three years’ experience in financial services (e.g., Investments, Banking, or related field).
• Successful completion of background checks and pre-employment assessments.
• Oregon State Driver’s License.

Qualifications

• Experience creating comprehensive financial strategies, assessing needs, and recommending solutions.
• In-depth knowledge of investment products and financial planning services.
• Experience with eMoney or Money Guide Pro (preferred).
• Excellent written, verbal, and presentation communication skills.
• Strong technology and computer skills.
• Strong work ethic, dedication, and results-driven mindset.
• Strong presence with the ability to present confidently and establish credibility.
• Strong analytical and critical thinking skills with prudent judgment.
• Ability to collaborate effectively and cultivate revenue-generating partnerships.
• Excellent time management and organizational skills to handle multiple high-level tasks.

Preferred

• Four-year degree, preferably in a business-related field.
• Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other investment industry designations.
• Experience working in a bank or credit union.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are independent of Raymond James Financial Services, Inc.