About this role
Investment Advisor Representative at Columbia Credit Union. Location: Vancouver or Portland. Role: advising members, managing accounts, promoting services Requirements: Requires securities and insurance registrations (Series 7, 63/65 or 66, Variable Life & Health, state insurance, FINRA BrokerCheck), background check, proven investment and insurance sales experience (5+ years preferred), bachelor's degree preferred, ability to travel throughout the Portland metro area, and flexibility to work evenings and weekends. Category: Finance and Accounting Seniority: Senior Level Tools: CRM Certifications: finra brokercheck, variable life & health, state insurance, series 63, series 65, series 66, series 7, finra form u4 Commitment: Full Time Workplace: Onsite Languages: English