Senior Financial Advisor

 
Senior Financial Advisor

Ready. Set. Possibilities.

We are currently seeking a successful Senior Financial Advisor to take over a high- producing established book of business!  Only top performers need apply!  A guaranteed first year salary of a minimum of $100K with potential to earn much more. This is a high level position so only experienced professionals will be considered. 

As a financial Advisor for Advantis Credit Union, you become part of the credit union environment to build and serve our members in the Portland area. Advantis has over $700 Million in assets and over 40,000 members just waiting for your assistance. Our entrepreneurial Advisor candidate will be working with an existing client base of approximately $60mm in assets and have a licensed sales assistant to support your efforts to gow this business. 

In addition, you will oversee the day-to-day supervision & operations of the Investment Services department.  This includes providing leadership, direction, and coaching to Investment Services staff to ensure that they meet and exceed our service standards and performance goals. 
 Education & Experience  

• FINRA Series 7 and 65/66 and state insurance licenses. A CFP is desirable.


• Minimum of five years previous experience in this role with a proven track record of success.


• Bachelor’s degree required


• A professional demeanor and high level of integrity are essential to this role


• Proof of previous success and production in former financial institution will be required.

Advantis Credit Union works through CUSO Financial Services, L.P. (CFS). CFS is a securities brokerage firm that offers credit union members full-service financial planning and investment advice. CFS works exclusively with some of the nation’s largest credit unions. 

Advantis--A Better Place to Work

At Advantis Credit Union, our people are our greatest asset.  We have a longstanding reputation for outstanding training and career development and consider investing in our employees one of our top priorities.  Rated #1 in Oregon and top 1% nationally for returning financial value to its members, Advantis is one of Oregon’s largest member-owned financial cooperatives.  With over 40,000 members and five branches in Portland, we are still growing! 

For confidential consideration, please apply online today!