Oregon Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor.

Key Responsibilities

• Service a book of business and build a strong client base through referrals
• Create client solutions without proprietary products using available tools and technology
• Capitalize on the credit union's reputation to find new clients and support their financial goals

Required Qualifications

• Series 7 and 66 (63/65) licenses required
• Insurance license required
• Three or more years of investment sales experience