Are you looking for an opportunity to let your skills shine? Come join the team at Copper State Credit Union! We aren't so small that growth opportunities are scarce and we aren't so big that you'll get lost in the shuffle. With only 140 employees, we are able to offer similar products and services as our larger competitors, but on a more personalized scale, both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to, in the corporate world. At Copper State Credit Union, we value the contributions of our employees and actively look for ways to be collaborative, within all levels of the organization. Here, you will have the opportunity to roll up your shirtsleeves, put your unique skills to work, and have a voice in developing your role from the ground up.

As a Financial Advisor you will provide investment advice and financial planning support to clients while having access to a large infrastructure of support and a leadership team who advocates for you around compensation, compliance, and business growth. PFG Financial Advisors enjoy:

• A culture of innovation and fun: Hear what some of our advisors have to say about working with PFG at https://www.pfgteam.com/onboarding-support.
• Highly competitive payouts
• Access to our multi-custodial platform: Work with strategic partners of your choice: Schwab, Fidelity, AssetMark, Orion Portfolio Solutions, and many more.
• Access to our best-in-class tech stack through Orion integrated with Salesforce CRM, portfolio analytics, trading and a choice of financial planning tools.
• The benefit of PFG’s compliance expertise
• Back office and administrative support
• The choice of multiple affiliation models: Learn more about our affiliation models at https://www.pfgteam.com/why-join-pfg
• Training resources, workshops, and continuing education opportunities
• Customized marketing collateral, programs, and tools

To be successful in this role, you will need the following competencies:

Technologically Astute - Demonstrate the ability to use technology to effectively and efficiently perform job functions.

Results Orientation - Keenly aware of personal, team, departmental and credit union wide goals and be able to prioritize and collaborate with others to achieve success. 

A Service Focus - Demonstrate an unsurpassed commitment to exceptional member service. Build constructive working relationships characterized by cooperation, collaboration, and mutual respect. Personify CSCU's role as a Trusted Advisor.

Initiative - Motivated self-starter who measures self against standards of excellence. Display energy and enthusiasm in approaching the job. Wants to get in on the ground floor and create something from scratch. A bit of an entrepreneurial spirit goes a long way in our environment. 

Eye for Quality - Take responsibility for providing timely and accurate information, responses and decisions to internal and external members. Willingly accepts and embraces constructive coaching and feedback as needed. 

Flexibility - The ability to excel in a high stress environment, adapt to changing business needs and work priorities needs is a must. Develop fresh ideas that provide solutions to all types of workplace challenges. 

Skills / Requirements

• Bachelor’s Degree in related field
• 2 years of financial industry experience
• Possess FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance)
• Certified Financial Planner designation preferred. Credentials recommended.
• Possess a clean credit and U-4 CRD history.
• Strong understanding of the investment industry
• Excellent interpersonal and listening skills

Company Overview

Join a winning team and a dedicated Credit Union! We have been offering quality financial service to members and their families since 1951. As a credit union, we are a not-for-profit financial cooperative, which means we operate to serve our member-owners. This makes us quite different from other financial institutions. Since 1951, we have focused on building lifetime relationships by continually expanding our products and services while emphasizing financial security, quality, and convenience in an environment that values and respects members, employees, and business partners.