What are the responsibilities and job description for the Wealth Advisor position at OneAZ Credit Union?
Company Description
OneAZ Credit Union, serving Arizona since 1951, is a financial powerhouse managing over $3.4 billion in assets and serving over 185,000 member-owners and 11,000 business owners across 20 branches statewide. Committed to driving prosperity and community growth, OneAZ offers high-quality personal and business banking solutions. The company prioritizes community involvement and has invested over $1.6 million through the OneAZ Community Foundation to support positive change. With a focus on employee development and an exceptional workplace culture, OneAZ is dedicated to building a stronger, more empowered community.
Role Description
This is a full-time on-site role as a Wealth Advisor at OneAZ Credit Union in Flagstaff, AZ. The Wealth Advisor will be responsible for providing financial planning, retirement planning, investment advice, financial services, and wealth management services to clients on a daily basis.
Qualifications
OneAZ Credit Union, serving Arizona since 1951, is a financial powerhouse managing over $3.4 billion in assets and serving over 185,000 member-owners and 11,000 business owners across 20 branches statewide. Committed to driving prosperity and community growth, OneAZ offers high-quality personal and business banking solutions. The company prioritizes community involvement and has invested over $1.6 million through the OneAZ Community Foundation to support positive change. With a focus on employee development and an exceptional workplace culture, OneAZ is dedicated to building a stronger, more empowered community.
Role Description
This is a full-time on-site role as a Wealth Advisor at OneAZ Credit Union in Flagstaff, AZ. The Wealth Advisor will be responsible for providing financial planning, retirement planning, investment advice, financial services, and wealth management services to clients on a daily basis.
Qualifications
- Financial Planning, Retirement Planning, and Investments skills
- Experience in Finance and Wealth Management Services
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to work effectively in a team and collaborate with colleagues
- Certifications such as CFP, CFA, or related credentials are a plus
- Bachelor's degree in Finance, Economics, Business, or related field
- FINRA licenses SIE, 7, and 63/65 (or 66)
Salary : $5 - $96