Financial Advisor- Lake Oswego

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 circumstance
• Develop and enhance referral relationships both within and outside financial organization
• 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
• Follows all rules and regulations set forth by the Credit Union, FINRA, SEC, and the broker/dealer

Requirements

• Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions
• In-depth knowledge of investment products and financial planning services
• Experience with eMoney, Money Guide Pro, preferred
• Excellent written, verbal, and presentation communication skills
• Strong technology and computer skills
• Strong work ethic, dedicated, results-driven, and highly goal-oriented
• Strong presence: ability to present oneself assertively, convincingly, and with confidence to establish credibility and respect with others
• Strong analytical and critical thinking skills and ability to make decisions that exercises prudent judgment
• A true team player and collaborator, translating knowledge and experiences into solid productive relationships internally and externally with demonstrated ability to cultivate effective revenue-generating partnerships
• A respected business partner who adds value to the broader team and can diplomatically handle conflict
• Excellent time management and organizational skills to manage multiple high level tasks/projects at once

Qualifications

• FINRA Series 7 and 65 or 66 State Life & Health Insurance license
• Minimum three years’ experience in financial services (i.e. Investments, Banking, or other related field)
• Successful completion of background checks and pre-employment assessments
• Oregon State Driver’s License
• Four year degree desired, preferably in business related field
• Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other investment industry designations or certifications desired

Pay

Compensation is competitive and commensurate with experience.

Schedule

Full-time position.