Verity is hiring for a Financial Advisor! At Verity, we empower our member’s financial lives and create vibrant communities. Since 1933, Verity has been a local member-owned credit union. We are also 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 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 is more than just a job…

Verity has continued to maintain an open and positive work culture. We make sure people come first! Some ways we help employees live their best lives:

• Base Pay: This position has a salary range minimum of $67,602.00 annually. And a maximum of $103,310.00 annually. With the mid-point in this range being $82,648.00 annually. Starting pay is offered based upon an applicant’s experience and education relevant to the position
• Commission Pay: In Addition to regular pay, this position is eligible for commission pay
• Paid Time Off: All Verity employees receive 11 paid holidays per year, as well as paid time off (PTO is combined vacation and sick leave.) PTO starts accruing immediately
• Benefits: Both full and part time employees (and their family) are eligible for medical, dental, vision, and basic life insurance, with a no cost option available for employee only coverage
  • Employees have the option to enroll in our 401k plan and receive an employer match up to 6%
• Other Benefits: This position is eligible for a profit-sharing bonus to 401k accounts based on company performance
• Great Perks: Other Verity benefits include a wellness subsidy, a transportation reimbursement benefit and education reimbursement.

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.