What are the responsibilities and job description for the Wealth Advisor (Hybrid - Bend, OR) position at Oregon Community Credit Union?
OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members.
OCCU is seeking a Wealth Advisor to join the Wealth Management team. This hybrid position (both on-site and remote) is based in Central Oregon and will support both the Redmond and Bend, Oregon branches. This position offers a forgivable draw pay structure, with a minimum annual compensation of $84,000.00 and the opportunity to earn additional commission through higher production.
The Wealth Advisor serves as a trusted guide for members and prospects, assessing their needs to recommend suitable investment options and financial planning. They promote Investment Services and aim to grow OCCU Wealth Managements asset base.
Wealth Advisors focus on building and maintaining strong member relationships through financial planning support, education on investment options, and strategies to enhance financial health, while growing a book of business through outreach and referral development. Additional duties include participating in OCCU and community events, collaborating with internal partners and external experts, maintaining accurate and compliant client records, supporting member education seminars, clearly communicating ideas and processes, providing staff training as needed, maintaining vendor relationships, and ensuring full compliance with BSA regulations, including required reporting and training.
Applicants need at least three years of similar or related experience, strong interpersonal skills with an entrepreneurial approach to expanding the client base, and sound judgment in adopting investment positions agreed to by clients. Prior experience as a Licensed Associate Advisor, Financial Advisor, or Financial Planner is required. A bachelors degree, preferably in Accounting or Finance, or equivalent experience driving measurable business outcomes, is required, along with full licensure including Series 7, 65/66, and applicable state insurance licenses.
OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 13 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.
OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.