Financial Advisor

Wauna Credit Union - Warrenton
Job Description
Job Title: Financial Advisor
Employment Type: Full Time
Location: Warrenton, OR, US
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Job Description:
Licensed Financial Advisor needed for a Financial Institution with over $200 million in assets. Organization and focus are important for this position and need to be executed on a daily basis. You must be able to clearly express yourself with warmth and professionalism, verbally and in writing, and must present professional decorum when working with clients. We are seeking seasoned candidates for a financial advisor position located on the beautiful Oregon Coast. This opportunity is for a proven, driven, and qualified securities and insurance representative interested in servicing and enhancing the wealth management needs of multiple credit union branches.
Essential Duties and Responsibilities
Ability to establish customer investment objectives including risk tolerance, asset allocation and cash requirements Ability to discuss investment performance, economic and market trends Extensive communication with clients and prospects Client meeting planning, facilitation and presentation Direct consultation with attorneys, accountants and other advisors on financial, tax and estate planning.
Implementation of investment plans
Manage investment transition for new clients Develops leads and referrals from current clients and outside contacts Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification Present alternative investment ideas to clients Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance Reviews portfolio issues (i.e. taxes, liquidity events, capital calls, etc.) quarterly Presentations to clients on financial opportunities Develops an investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance. Annually reviews IPS with client.
Translate investment policy to individual investment objectives Seek to increase current accounts through additions to AUM Offer value-added fee-based services Participate in sales meetings with prospective clients Maintain the utmost discretion in working with sensitive and confidential information Maintain compliance with all other banking regulations and Bank policies, as they relate to the primary duties and responsibilities outlined herein.
Successful completion of required compliance related training within prescribed timelines.
Other duties as assigned
Functional/Technical Skills
Capacity to work with demanding clients and diverse groups of people Excellent strategic thinking ability Excellent consultative skills Team player Client-centered focus Strong written and verbal communication skills Self-confidence, personal integrity, credibility Skilled at analyzing and solving problems Results driven
At least 5 years' experience related experience Financial planning experience a plus
Series 6, 7, 65 and/or 66 licenses
Bachelor's degree or equivalent in related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 5 years' of related experience; or an equivalent combination of education and experience
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