Wealth Advisor; Hybrid - Bend

Overview

OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members.

OCCU is seeking a Wealth Advisor to join the Wealth Management team. This hybrid position (both on-site and remote) is based in Central Oregon and will support both the Redmond and Bend, Oregon branches. This position offers a forgivable draw pay structure, with a minimum annual compensation of $84,000.00 and the opportunity to earn additional commission through higher production.

• Serve as a trusted guide for members and prospects, assessing their needs to recommend suitable investment options and financial planning.
• Promote Investment Services and aim to grow OCCU Wealth Management’s asset base.
• Build and maintain strong member relationships through financial planning support, education on investment options, and strategies to enhance financial health.
• Grow a book of business through outreach and referral development.
• Participate in OCCU and community events; collaborate with internal partners and external experts.
• Maintain accurate and compliant client records; support member education seminars.
• Clearly communicate ideas and processes; provide staff training as needed.
• Maintain vendor relationships; ensure full compliance with BSA regulations, including required reporting and training.

• At least three years of similar or related experience; strong interpersonal skills with an entrepreneurial approach to expanding the client base; sound judgment in adopting investment positions agreed to by clients.
• Prior experience as a Licensed Associate Advisor, Financial Advisor, or Financial Planner is required.
• Bachelor’s degree, preferably in Accounting or Finance, or equivalent experience driving measurable business outcomes, is required.
• Full licensure including Series 7, 65/66, and applicable state insurance licenses.

• Comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance.
• 401(k) retirement plan with employer match.
• Paid time off in addition to 13 paid holidays.
• Tuition reimbursement for eligible education and training.
• Company-paid long-term disability.

OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.