Oversee the management of member referrals and current investment portfolios, while performing financial assessments to assist members in reaching their objectives. Develop tailored financial strategies and propose investment and insurance options, ensuring compliance in documentation. A minimum of two years of experience in investment offerings, wealth management, or insurance is required. Applicants must possess FINRA Series 7 and Series 66 (or 63 & 65) credentials.
O. C. Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
