Wright-Patt Credit UnionHighlight
Summary
About the Role
About You
- A high school diploma or equivalent is required.
- FINRA Series 7 securities license required at hire and FINRA Series 65 or 66 securities license required within 3 months of employment.
- Life, health, variable products insurance licenses in all states in which doing business required within 3 months of employment.
- Minimum of three years previous experience as a Financial Advisor or similar work experience is required.
- Demonstrated ability to effectively sell financial services products.
- Demonstrated ability to learn and comprehend sophisticated financial planning concepts.
- Familiarity with Microsoft Office products.
- Demonstrated ability to coach and develop a Financial Advisor.
Locations and Hours: https://www.wpcu.coop/locations Wright-Patt Credit Union is Ohio’s largest member-owned credit union. Originally headquarter in Fairborn, Ohio, WPCU relocated to Beavercreek, Ohio in early 2014. Wright-Patt Credit Union is currently one of the 50 largest credit unions in the United States. Federally Insured by NCUA | 🏠 Equal Housing Opportunity *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer. (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.