OneAZ Credit Union is seeking a Wealth Advisor in Flagstaff, AZ, to serve the investment and planning needs of its members using a Total-Needs Based selling approach. The role emphasizes building relationships, community involvement, and achieving production goals while adhering to compliance standards
Job Summary
Serve the investment and planning needs of Credit Union Members utilizing a Total-Needs Based selling approach.
Establish relationships through continuous periodic reviews as an essential part of the Total-Needs Based Sales process.
Generous paid time off, low-cost Medical, Dental & Vision plans, paid childcare assistance, and an award-winning 401K are among the benefits offered.
Matching Summary
Match Score: 85
OneAZ Credit Union is seeking a Wealth Advisor in Flagstaff, AZ, to serve the investment and planning needs of its members using a Total-Needs Based selling approach. The role emphasizes building relationships, community involvement, and achieving production goals while adhering to compliance standards.
Skills & Requirements
Must-have
Total-Needs Based selling approach
Identify financial goals
Establish relationships
Community involvement
Comply with broker dealer requirements
Nice-to-have
Impactful, compassionate, fearless
Curiosity is celebrated
Passion for people, innovation, growth
Key Requirements
High School Diploma
Bachelor's Degree or equivalent experience
1-3 years of similar or related experience
Minimum two years’ work experience as a Financial Advisor