wealth advisor

Wealth Advisor At orsa credit union, we believe in more than just banking; we believe in people. We are looking to build a community of forward‑thinking team members who share our values toward providing exceptional member experiences and financial empowerment through our best‑in‑class products. Responsibilities The wealth advisor is responsible for the sales of wealth management products. This individual serves the members of multiple branches; provides coaching and sales support to team members; identifies, profiles, and meets with prospective clients; reviews investment goals; prepares presentations to recommend suitable investment products; follows up on client contacts; and closes sales of wealth management products. Compensation : This position has a base rate of $48,000 + a sizeable commission structure. Day in the Life Provide customized investment strategies to help members and offer sales support and coaching to team members, using tools and incentives for members to utilize the credit union’s investment and insurance services. Offer guidance on retirement planning, tax‑efficient investing, estate considerations, and income strategies. Deliver personalized financial plans aligned with client objectives and life stages. Stay informed on market trends, economic developments, and regulatory changes. Grow assets under management through referrals, networking, and internal partnerships. Monitor portfolio performance and rebalance as appropriate. Adhere to all regulatory, compliance, and ethical standards. Maintain accurate client documentation in the CRM and ensure suitability requirements are met. Perform other duties as directed by leadership. What You Bring to the Table High school diploma or equivalent. Minimum 3 years of sales experience. NASD, Series 7, Series 63, and insurance licenses. Demonstrated excellent communication, sales, leadership, and organizational skills. You Might Also Have BA or BS degree from a four‑year institution. Experience in public speaking and leading public seminars. Benefits Comprehensive medical, dental, and vision plans Generous paid time off package for all full‑time team members Up to 12 weeks paid paternity/maternity leave Lifestyle accounts to help with personal wellbeing Family health benefits Paid time off to observe all federal holidays Flexible work options depending on position Numerous employee engagement activities Community resource groups Paid time off for volunteering, caregiving, and family events Equal Employment Opportunity Policy orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State, or local laws. Disclaimer This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will discuss the role in further detail with selected candidates. #J-18808-Ljbffr