We are hiring for a Financial Advisor! At Verity we empower our member’s financial lives and create vibrant communities. Verity has been a local member-owned credit union since 1933. Verity means truth-and this guides our actions. Honesty may not be the easiest approach, but it is the right one. We are the only financial institution in the Pacific Northwest that is a part of the Global Alliance for Banking on Values (GABV).

How you can make a difference

The Financial Advisor serves as registered investment representative for North Seattle region for CUSO Financial Services, LP (CFS) at Verity Credit Union covering branches in assigned territory. This position provides one-on-one member service and conducts seminars regarding all aspects of investment services. This position develops ongoing business through prospecting and other client development activities. Hybrid role, will require travel between branches.

We know it’s more than just a job…

Verity has always been committed to maintaining a positive work culture and making sure people come first. Some ways we help employees live their best lives:

• Benefits (Medical, dental and Vision) no vision or dental premiums for employee only coverage
• Paid time off, combined vacation and sick leave starts accruing immediately and is available to all employees who work 20+ hours per week.
• 11 paid holidays each year
• Up to 8 hours of paid volunteer time off each year
• $200 wellness subsidy for fitness-related activities

ESSENTIAL JOB FUNCTIONS

• Facilitate and coordinate communications with clients, investment companies, and co-workers.
• Service client accounts including updating client information, assisting with withdrawal requests and other client forms, processing trade documents, responding to client inquires, re-registering investment accounts.
• Acts as key investment contact for clients in assigned territory
• Prepare client investments reviews.
• Review all trade confirmations for accuracy and completion.
• Assist in the organization of Verity Credit Union Investment and Retirement Services’ seminars and other marketing related activities including, overseeing seminar registration, ordering seminar supplies and materials, setting up event space, greeting attendees, and maintaining referral program.
• Greet and interact with internal and external members and customers in a warm and friendly manner, demonstrate a sincere interest and willingness to help.
• Assist with department-related projects and special assignments, as requested.
• Demonstrate leadership skills and uphold Verity Credit Union’s mission statement, corporate values, service promises, and exceptional customer service standards.
• Adhere to federal and state regulations, Credit Union policies, confidentiality requirements, and other compliance obligations.
• Consistently achieve individual performance goals and contribute to branch and organizational objectives.
• Attend and actively participate in required meetings and trainings.
• Adapt to change to accomplish Verity Credit Union’s goals and objectives.
• Research, resolve and/or report issues and potential problems to management and/or other business units.
• Perform other duties as assigned.

QUALIFICATIONS

Education and Experience

• College degree preferred
• Three to five years industry experience desired
• Series 7, 63, 65 certifications as well as life & disability licenses
• CFP desired

Knowledge, Skills & Abilities

• Must provide timely and accurate responses to clients
• Able to use a personal computer and proficient in computer applications—MS Word, Excel, Access, PowerPoint, and ACT
• Strong verbal, written, and interpersonal skills
• Detail oriented
• Perform mathematical calculations
• Organize and prioritize to meet work deadlines
• Present a positive and professional image
• Work independently and as a team member
• Strong business development, marketing and sales skills

PHYSICAL CONSIDERATIONS

Verity Credit Union is committed to reasonably accommodating physical aspects of any position. The following are some conditions that are normally encountered in this job:

• Ability to effectively communicate with diverse personalities
• Ability to travel to various seminar locations
• Sitting or standing for long periods of time
• Working on computers for a long period of time in an office environment
• Speaking to large and small audiences
• Ability to lift and transport equipment up to 50 pounds

Washington is an At-Will Employment State

Your employment is “at will”, meaning you are free to resign at any time, for any reason, with or without notice. Verity Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice.

No statement or promise by a credit union representative or board member may be interpreted as a change in the “at will” policy, nor would it constitute an employment or other contractual agreement.

EOE

**Representatives are employed by Verity Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.

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