Wealth Advisor: Client-Focused Investment & Planning
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-06-26
Listing for:
OnPoint Community Credit Union
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
OnPoint Community Credit Union is looking for Financial Advisors to provide exceptional client experiences through effective financial planning and investment strategies. Ideal candidates will have strong communication skills and a collaborative mindset as they work to assess and advise clients on their investment needs.
This position requires at least three years of financial services experience, relevant licenses, and a commitment to maintaining high standards of service. Join a dedicated team focused on achieving personalized financial goals for our members.
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