Submit Your Resume

Upload File

Drop files here Or click here to upload the files

Is this not the right job for you? Create a job alert to be notified when a job that matches your criteria is posted.

FINANCIAL ADVISOR 

Salary to start (55K-65K) + Bonus + Full Benefits + Ability to Grow Your Own Book
Average Producers Make (100K-150K) with high level producers 350K+ 

  • Cultivate strong relationships with members by consistently using the prescribed sales process.
  • Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.
  • Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
  • Present a professional image in all interactions both personally and professionally.
  • Consistently and effectively utilize all tools, technology, and resources as prescribed by Brokerage Services, Inc., and the Credit Union.
  • Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
  • Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.

Grow Your Business

  • Meet or exceed individual production goals – with an appropriate product mix.
  • Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
  • In collaboration with the Credit Union, create and execute on an annual Marketing Plan.

Other

  • Attend and participate in meetings, virtual and face to face, as scheduled.
  • Other duties as assigned.

Job Requirements

  • Bachelor’s degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
  • Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
  • Demonstrated ability to effectively build business relationships with diverse clients.
  • Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.
  • Life/Health License(s)
  • Series 7, 63/65 and/or 66 Licenses.
SKILLS
  • Selling Securities
  • Selling Insurance
  • Relationship-selling a must
  • Branch model experience – Bank or Credit Union

 

FacebookTwitter
[gravityform id="7" title="false" description="false"]
<script type="text/javascript">var gform;gform||(document.addEventListener("gform_main_scripts_loaded",function(){gform.scriptsLoaded=!0}),window.addEventListener("DOMContentLoaded",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,initializeOnLoaded:function(o){gform.domLoaded&&gform.scriptsLoaded?o():!gform.domLoaded&&gform.scriptsLoaded?window.addEventListener("DOMContentLoaded",o):document.addEventListener("gform_main_scripts_loaded",o)},hooks:{action:{},filter:{}},addAction:function(o,n,r,t){gform.addHook("action",o,n,r,t)},addFilter:function(o,n,r,t){gform.addHook("filter",o,n,r,t)},doAction:function(o){gform.doHook("action",o,arguments)},applyFilters:function(o){return gform.doHook("filter",o,arguments)},removeAction:function(o,n){gform.removeHook("action",o,n)},removeFilter:function(o,n,r){gform.removeHook("filter",o,n,r)},addHook:function(o,n,r,t,i){null==gform.hooks[o][n]&&(gform.hooks[o][n]=[]);var e=gform.hooks[o][n];null==i&&(i=n+"_"+e.length),gform.hooks[o][n].push({tag:i,callable:r,priority:t=null==t?10:t})},doHook:function(n,o,r){var t;if(r=Array.prototype.slice.call(r,1),null!=gform.hooks[n][o]&&((o=gform.hooks[n][o]).sort(function(o,n){return o.priority-n.priority}),o.forEach(function(o){"function"!=typeof(t=o.callable)&&(t=window[t]),"action"==n?t.apply(null,r):r[0]=t.apply(null,r)})),"filter"==n)return r[0]},removeHook:function(o,n,t,i){var r;null!=gform.hooks[o][n]&&(r=(r=gform.hooks[o][n]).filter(function(o,n,r){return!!(null!=i&&i!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][n]=r)}});</script> <div class='gf_browser_unknown gform_wrapper gform_legacy_markup_wrapper' id='gform_wrapper_7' ><form method='post' enctype='multipart/form-data' id='gform_7' action='/surf_jobs/financial-advisor-yakima-wa-77e56c01/' novalidate> <div class='gform_body gform-body'><ul id='gform_fields_7' class='gform_fields top_label form_sublabel_below description_below'><li id="field_7_7" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_7_7' >First name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_7' id='input_7_7' type='text' value='' class='large' aria-required="true" aria-invalid="false" /> </div></li><li id="field_7_8" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_7_8' >Last name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_8' id='input_7_8' type='text' value='' class='large' aria-required="true" aria-invalid="false" /> </div></li><li id="field_7_1" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_7_1' >Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_email'> <input name='input_1' id='input_7_1' type='email' value='' class='medium' aria-required="true" aria-invalid="false" /> </div></li><li id="field_7_10" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_7_10' >Phone number<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_phone'><input name='input_10' id='input_7_10' type='tel' value='' class='large' aria-required="true" aria-invalid="false" /></div></li><li id="field_7_11" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_7_11' >Which industry do you work in?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_text'><input name='input_11' id='input_7_11' type='text' value='' class='large' aria-required="true" aria-invalid="false" /> </div></li><li id="field_7_12" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_7_12' >Upload my resume<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label><div class='ginput_container ginput_container_fileupload'><input type='hidden' name='MAX_FILE_SIZE' value='838860800' /><input name='input_12' id='input_7_12' type='file' class='large' aria-describedby="gfield_upload_rules_7_12" onchange='javascript:gformValidateFileSize( this, 838860800 );' /><span class='gform_fileupload_rules' id='gfield_upload_rules_7_12'>Max. file size: 800 MB.</span><div class='validation_message validation_message--hidden-on-empty' id='live_validation_message_7_12'></div></div></li><li id="field_7_13" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_7_13' >Name</label><div class='ginput_container'><input name='input_13' id='input_7_13' type='text' value='' autocomplete='new-password'/></div><div class='gfield_description' id='gfield_description_7_13'>This field is for validation purposes and should be left unchanged.</div></li></ul></div> <div class='gform_footer top_label'> <input type="submit" id="gform_submit_button_7" class="gform_button button om-trigger-conversion" value="Submit" onclick='if(window["gf_submitting_7"]){return false;} if( !jQuery("#gform_7")[0].checkValidity || jQuery("#gform_7")[0].checkValidity()){window["gf_submitting_7"]=true;} ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_7"]){return false;} if( !jQuery("#gform_7")[0].checkValidity || jQuery("#gform_7")[0].checkValidity()){window["gf_submitting_7"]=true;} jQuery("#gform_7").trigger("submit",[true]); }'> <input type='hidden' class='gform_hidden' name='is_submit_7' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='7' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_7' value='WyJbXSIsIjYzZTkzNzhkY2Y1YmUzYzkyOTg0MmI4YmYyZWI5OGVkIl0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_7' id='gform_target_page_number_7' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_7' id='gform_source_page_number_7' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> </form> </div>
["gf_submitting_3"]
["gf_submitting_3"]
[true]
[true]
[3, 1]
[3, 1]
["gf_submitting_2"]
["gf_submitting_2"]
[true]
[true]
[2, 1]
[2, 1]
["gf_submitting_3"]
["gf_submitting_3"]
[true]
[true]
[3, 1]
[3, 1]
["gf_submitting_3"]
["gf_submitting_3"]
[true]
[true]
[3, 1]
[3, 1]
["gf_submitting_3"]
["gf_submitting_3"]
[true]
[true]
[3, 1]
[3, 1]
["gf_submitting_3"]
["gf_submitting_3"]
[true]
[true]
[3, 1]
[3, 1]