About this role
Wealth Advisor (Hybrid, Bend, OR) at Oregon Community Credit Union. Location: Bend or Eugene or Redmond. Role: build relationships, advise clients, educate members Requirements: Three+ years of similar/related experience; licensed (Series 7, 65/66) and applicable state insurance licenses; bachelor's degree in Accounting or Finance or equivalent; proven ability to grow a client book. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 65/66, state insurances Commitment: Full Time Workplace: Hybrid Languages: English