Listed on OneAZ Credit Union’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
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. The full posting is on their site.
Skills this role names
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What they ask for
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