Financial Advisor- Sellwood
OnPointOregon, United States
Posted March 10, 2026
Full Time
About the Company
OnPoint Community Credit Union is a partner of Raymond James Financial Services, Inc. and is committed to providing exceptional client experience and building a successful investment program.
Job Description
Financial Advisors at OnPoint Community Credit Union assist members in making sound investment and financial planning choices. They address and assess future financial and investment needs of members and are detail-oriented and possess a strong desire to advance professionally with an experienced and motivated team.
Requirements
- FINRA Series 7 and 65 or 66
- State Life & Health Insurance license
- Minimum three years’ experience in financial services (i.e. Investments, Banking, or other related field)
- Successful completion of background checks and pre-employment assessments
- Oregon State Driver’s License
Benefits
- Comprehensive benefits package
- 401(k) or retirement plan with company match
- Paid time off
- Professional development opportunities
- Diverse and inclusive work environment