About this role
Wealth Advisor at OneAZ Credit Union. Location: Flagstaff or Flagstaff. Role: serve clients, build relationships, meet goals Requirements: Bachelor's degree; FINRA licenses SIE, Series 7, and 63/65 (or 66); AZ Life, Health, and Variable Products licenses; CFP preferred; 1-3 years advisory experience; ability to meet production goals. Category: Sales Seniority: Mid Level Tools: CRM Certifications: finra sie, finra series 7, finra series 63/65 (or 66), az life, health and variable products, cfp Commitment: Full Time Workplace: Onsite Languages: English