Financial Advisor- Camas
OnPointWashington, United States
Posted April 29, 2026
85000 - 150000 USD
Full Time
About the Company
OnPoint is a technology and consulting services partner dedicated to helping government leaders secure their systems, operate efficiently, and deliver critical services in an increasingly digital world. Their expertise spans cybersecurity, infrastructure services, enterprise systems, and digital communications, enabling agencies to navigate digital transformation while maintaining mission continuity. As the national security arm of Publicis Sapient—a part of the third-largest communications group globally—OnPoint blends deep government knowledge with private-sector best practices. This unique combination positions them as a trusted advisor that enhances public sector outcomes through innovative, secure, and scalable solutions.
Job Description
OnPoint Community Credit Union is seeking a Financial Advisor to join their team. The successful candidate will be responsible for building relationships with clients, assessing their financial needs, and providing investment advice. The Financial Advisor will work with a collaborative team to deliver exceptional client experiences and achieve business goals.
Requirements
- Network, serve and build relationships with new and existing financial planning & investment clients
- Assess clients' short term and long term investment needs.
- Advise clients on investment strategies and other financial decisions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performance to clients
- Prepare and update financial plans based on client circumstance.
- Develop and enhance referral relationships both within and outside financial organization
- Develop best practices and systematized processes by using comparative industry analytics, profitability, and strategic planning tools
- Participate in local groups and presentation opportunities as appropriate.
- Proactively refer additional Credit Union products and services in alignment with strategic organization goals.
Benefits
- Major Medical/Vision/Dental
- Paid Time Off
- 401k Retirement Plan
