Wealth Advisor

Help Members Build a Strong Financial Future

At Service One Wealth Advisors, located within Service One Credit Union, we believe financial guidance is about more than investments-it's about building lifelong relationships and helping members achieve their financial goals with confidence.

We are seeking a Wealth Advisor to serve as a trusted financial partner to our members. In this role, you'll provide personalized investment management, retirement planning, estate planning, and comprehensive financial guidance. Whether you're a new advisor looking to accelerate your career or a seasoned wealth professional seeking the support of an established referral network and client base, this role offers an exceptional opportunity to grow your practice while making a meaningful impact on the financial lives of our members.

If you're passionate about helping people, enjoy developing long-term relationships, and thrive in a consultative environment, we'd love to meet you.

What You'll Do

As a Wealth Advisor, you will:

• Develop trusted relationships with credit union members by understanding their financial goals and recommending customized financial strategies.
• Provide comprehensive financial planning, investment guidance, retirement planning, and estate planning solutions.
• Identify members' financial needs and recommend appropriate investment products.
• Service an existing book of business while expanding your client relationships.
• Generate new business through internal referrals, community networking, and proactive prospecting.
• Partner with branch teams to create referral opportunities and deliver exceptional member experiences.
• Meet with members across multiple branch locations as needed.
• Participate in community events, financial education seminars, volunteer activities, and business development opportunities.
• Maintain current knowledge of financial products, investment solutions, and regulatory requirements.
• Ensure compliance with FINRA regulations, company policies, and all applicable laws while maintaining the highest ethical standards.

What We're Looking For

Successful candidates will have:

• A proven record of success in investment sales and relationship management.
• Strong consultative selling and communication skills.
• The ability to simplify complex financial concepts for clients with varying levels of financial knowledge.
• Exceptional interpersonal skills with a genuine passion for helping others.
• Experience developing new business while nurturing existing client relationships.
• Strong organizational skills and the ability to manage confidential information with professionalism.
• Self-motivation and the ability to work independently while collaborating with branch teams.

Experience & Qualifications

Required Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field (or equivalent experience).
• Active FINRA Series 7 License.
• Active FINRA Series 66 License (preferred) or Series 63 License.
• Strong relationship-building, communication, and consultative sales skills.
• Self-motivated with the ability to work independently and collaboratively.
• Ability to travel between branch locations for member appointments.

Why Join Service One Wealth Advisors?

This is more than a traditional financial advisor role. You'll have the opportunity to grow your practice with the support of a respected credit union and an established member base.

You'll enjoy:

• Base Salary + Commission.
• A robust internal referral system.
• Multiple branch territories with established member relationships.
• Strong brand recognition and community trust through Service One Credit Union.
• Opportunities to build lasting relationships with current and prospective members.
• A collaborative team focused on helping members achieve lifelong financial success.
• The ability to make a meaningful impact in the communities we serve.