Associate Financial Advisor

As an Associate Financial Advisor, you'll play a meaningful role in supporting members as they navigate their financial journeys with confidence by providing personalized guidance on financial planning and investment strategies while building trusted relationships and helping them work toward their unique goals. In this role, you'll bring our brand promise to life by delivering exceptional service and upholding the highest standards of professionalism and integrity, all while working within a highly regulated environment and ensuring compliance with industry requirements. If you're passionate about making a positive impact and helping others build a secure financial future, we invite you to explore this opportunity and join our team.

Your day might include:

• Developing and maintaining a strong book of investment clients by offering non-deposit investment solutions and delivering a high-quality member experience
• Profiling members to identify financial goals and opportunities, and providing guidance to support informed decision-making
• Collaborating with front-line teams, branch partners, and other business lines to increase investment awareness and penetration
• Conducting financial education seminars and leveraging credit union resources to grow and engage clientele
• Supporting licensed Financial Advisors in expanding investment account penetration and managing client relationships, including smaller accounts
• Achieving and exceeding production and revenue goals by contributing to both transactional and recurring advisory business
• Staying current on market trends, financial planning strategies, technology, and wealth management tools
• Maintaining compliance with all legal, regulatory, and internal policies, including acquiring and holding required FINRA and state insurance licenses
• Preparing and maintaining accurate client documentation and CRM records, and responding promptly to suitability and compliance inquiries
• Completing all required continuing education to remain in good standing with regulatory bodies and the organization
• Representing the organization with professionalism and integrity while contributing ideas to improve processes and performance
• Supporting and promoting the investment program across the organization, participating in team meetings, and providing backup support as needed

What you bring to the team:

• Bachelor's degree in business, Accounting, economics or Finance or equivalent work experience
• One (1) or more years of experience in a financial sales position
• FINRA Series 7, 63, 65 or 66 and state life and health insurance licenses or ability to obtain within six months
• Satisfactory background check and clean record with securities regulations bodies

Competitive pay:Earnings $32.92 hourly plus commissions, plus an annual discretionary incentive plan

Where we're located: Chehalis and Tumwater Branches
Chehalis Branch: 1725 NW Louisiana Ave, Chehalis, WA 98532
Town Center: 100 71st Avenue SW Tumwater, WA 98501
Trosper: 575 Trosper Rd SW, Ste 104, Tumwater, WA 98512

When you'd work: Monday through Friday 8:30 am to 5:30 pm, full-time minimum 40 hours per week, with scheduling flexibility to meet service needs for this exempt position.

Perks: Here are a few benefits and perks we offer:

• Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU
• Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
• Part-Time employees accrue general leave, on a monthly basis
• 11 Paid Holidays
• Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees
• Employer paid Long Term Care plan for Part-Time employees
• 401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
• Paid Volunteer Leave
• Tuition Assistance
• Employee Assistance Program & Employee Discounts
• And, you get to work with some awesome people!

WSECU was named to the Forbes Best-In-State Credit Unionlist in 2025, making us the only credit union in Washingtonto earn this recognition five years in a row!

IND2

We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.

Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 360-754-2118 or email us for assistance.