Financial Advisor- Lake Oswego
OnPointOregon, United States
Posted March 4, 2026
Full Time
About the Company
OnPoint Community Credit Union is a partner with Raymond James Financial Services, Inc. and is committed to creating a diverse workforce.
Job Description
Financial Advisors at OnPoint Community Credit Union work with members to create a comprehensive financial strategy and address future financial and investment needs. They network and build relationships with clients, assess their needs, and recommend financial products.
Requirements
- FINRA Series 7 and 65 or 66
- State Life & Health Insurance license
- Minimum three years’ experience in financial services
- Successful completion of background checks and pre-employment assessments
- Oregon State Driver’s License
Benefits
- Retirement Plan
- Tuition Reimbursement