About this role
Investment Advisor Associate at Columbia Credit Union. Location: Vancouver, Washington, United States. Role: supporting advisors, processing transactions, prospecting clients Requirements: 2+ years financial services/investment experience; Series 7 and 63/65 or 66 registrations and state insurance (or obtain within 6 months); Bachelor's preferred; strong communication, detail orientation, compliance knowledge, and MS Office proficiency. Category: Finance and Accounting Seniority: Entry Level Tools: Money Guide Pro, Albridge, My Portfolio View, Build My Profile, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint Certifications: series 7, series 63, series 65, series 66, state insurance Commitment: Full Time Workplace: Onsite Languages: English