Columbia Credit Union is seeking a Financial Advisor to provide investment services for members of Columbia CU in the Vancouver, WA area.

Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and holds an A+ rating with depositaccounts.com. Since 1952 our commitment toward “Making Life Better” has earned us accolades such as Best of Clark County and Best in Business for the past several years. Columbia Credit Union is contracted with CUSO Financial Services, L.P. (CFS) to provide investment services to credit union members.

As an Advisor you’ll collaborate with other Columbia CU employees to create a stellar member experience, striving to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our CFS Advisor will have the opportunity to build new business while taking over a well-established existing book with trails.

Working within our Investment and Insurance Group, available through CFS, as an Advisor you’ll collaborate with other Columbia CU employees to create a stellar member experience, striving to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our CFS Advisor will have the opportunity to build new business while taking over a well-established existing book with trails.

Requirements:

• Minimum five to seven years financial advising experience with proven track-record of success in direct investment and insurance sales
• Bachelor's degree in business/related field or equivalent professional certification or graduate degree preferred.
• Series 7 and 63/65 or 66 Securities Registration and Variable Life and Health Insurance licenses, valid in Washington and Oregon.
• Clean U-4
• Preferred professional designations would include CFP, ChFC, CRPC, and/or CRPS

Qualifications

Skills

Required

Financial Advising

Advanced

Direct Investment

Advanced

Insurance Sales

Advanced

Customer Service

Advanced

Communications

Advanced

Behaviors

Required

• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Enthusiastic: Shows intense and eager enjoyment and interest
• Team Player: Works well as a member of a group
• Functional Expert: Considered a thought leader on a subject

Education

Preferred

Bachelors or better in Business Economics or related field.

Experience

Required

5-7 years: Financial Advising

Licenses & Certifications

Required

Clear FINRA BrokerCheck

Series 63/65

Series 66

Series 7

Variable Life & Health

Preferred

CRPC

CRPS

ChFC

Cert. Financial Planner

For more information please email Russell.Gochneaur@columbiacu.org or apply now online at www.columbiacu.org.

Columbia Credit Union follows all required COVID 19 health protocols

Equal Opportunity Employer/AA

Representatives are employed by Columbia Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable, 21-year track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit www.cusonet.com.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.

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