# Wealth Advisor

Hiring organization: [OneAZ Credit Union](https://career.thegoodapps.co/organizations/oneaz-credit-union)

Canonical page: https://career.thegoodapps.co/jobs/169787a7-03be-4d91-977d-785d9c53fa29

Listed on OneAZ Credit Union's own careers site. Applications go to them directly.

- Seniority: Mid
- Location: Scottsdale, AZ

## Summary

This role advises credit union members on investments and financial planning through relationship-building and consultative selling, requiring FINRA licensing and financial credentials. It suits someone with financial services experience who can independently generate business and guide members toward appropriate insurance and securities products.

_Our summary, not OneAZ Credit Union's wording._

## Skills named

Financial Planning, Securities

## Required

- High school diploma
- 1 to 3 years experience as a financial advisor
- FINRA Series 7 registration
- FINRA Series 63 or 65 registration
- FINRA SIE registration
- Arizona Life, Health and Variable Products License
- Ability to generate business with minimal credit union referrals
- Face-to-face financial analysis and consultation

## Nice to have

- Bachelor's degree in Economics, Finance or Business
- Certified Financial Planner (CFP) designation

Apply on OneAZ Credit Union's site: https://job-boards.greenhouse.io/oneazcreditunion/jobs/4437909009