Credit Union:
Gesa Credit Union

Region: Washington

Type: Staff

Contact: Lisa Sarnowski
Email: [email protected]
Phone: (509) 378-3100

Closing: 12/31/2019

Job Description:

Gesa Credit Union has a great opportunity for a licensed, experienced Wealth Advisor to join a team of seasoned professionals. Support and training provided; medical, dental, marketing and administrative support. Work with our members to provide financial guidance and create investment portfolios. Manage investments and offer insurance products to our members.

Gesa is growing all over Eastern Washington. We have over $1.7 billion in assets with a largely untapped potential for investments and insurance products. With new locations, we have expanded beyond Tri-Cities into Moses Lake, Yakima, Spokane and Wenatchee and need another person to join our team.

With Gesa expanding, your home location can be negotiable, with an opportunity to work remotely. Our broker/dealer is LPL Financial so you will have access to a wide range of fund companies and insurance options along with outstanding technological and analytical tools. An experienced, licensed, Administrative Assistant supports the entire team. We provide a draw plus commissions and unlimited opportunity to earn income with referrals and an existing book of business.

Come join the LPL Financial Team located at Gesa Credit Union!


Education/Experience Required:

You must possess a Series 7. Series 6 and 66 and insurance license. Prefer 3 years of experience. Must be comfortable with technology and the ability to handle business remotely.


Additional Comments:

Regular Full Time Employee Benefits

Your Wellbeing:

  • Medical, Dental, and Vision Plans
  • 18 Days Accrued Paid Time Off
  • 10 Paid Holidays
  • Employer Provided Long Term Disability

Your Financial:

  • 401k& Roth 401k With Employer Match
  • Employer Provided Life Insurance & AD&D
  • Tuition Assistance & Reimbursement Programs
  • Employee Loan Discounts

Your Extra Perks:

  • Employee Assistance Program
  • Development Training
  • Employee Recognition Program, Gesa Gold& Service Awards

Selected candidate(s) must be able to pass a credit/background check, pre-employment drug screen and skills assessment.

Gesa reserves the right not to hire any relatives of or those in a close personal relationship with any Gesa employee, Board member or Supervisory Committee member.

Gesa Credit Union is an Equal Opportunity Employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. Gesa Credit Union will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical or mental limitations of qualified employees and applicants with disabilities. If you are interested in applying and require special assistance or accommodations due to a disability, please contact our Human Resources department at (509) 378-3100.

EOE/AA – Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran