wealth advisor
Who We Are:
At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.
We’ve been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness, reflecting our deep commitment to our team members and the communities we serve.
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.
A Day in the life of the wealth advisor can look like:
- Provide customized investment strategies to help members as well as sales support and coaching to team members, providing tools and incentives for members to utilize the credit union’s investment & insurance services.
- Provide guidance on retirement planning, tax-efficient investing, estate considerations, and income strategies.
- Deliver personalized financial plans aligned with client objectives and life stages.
- Stay informed on market trends, economic developments, and regulatory changes.
- Grow asset under management through referrals, networking, and internal partnerships.
- Monitor portfolio performance and rebalance as appropriate.
- Adhere to all regulatory, compliance, and ethical standards.
- Maintain accurate client documentation with in the CRM and ensure suitability requirements are met.
- Perform other duties as directed by leadership.
What you bring to the table:
- 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.
We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity.
As a team member of orsa, you’ll enjoy:
- 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
- Numerous 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.
Disclaimer:
This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.
Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
