More jobs:
Wealth & Investment Advisor
Job in
Camas, Clark County, Washington, 98607, USA
Listed on 2026-08-09
Listing for:
OnPoint Community Credit Union
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
OnPoint Community Credit Union is seeking a seasoned Financial Advisor to partner with Raymond James Financial Services, Inc. to serve members with personalized goals-based planning. You will build relationships, assess investment needs, present strategies, and manage portfolios within a collaborative team.
The role requires FINRA licenses (Series 7 and 65/66) and Life & Health licenses, with 3+ years in financial services. A bachelor’s degree is preferred; CFP/CRPC designations are a plus.
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