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Sr. Financial Advisor - Wright-Patt Credit Union 

Division CUSO Financial Services, L.P.  
Position Sr. Financial Advisor - Wright-Patt Credit Union  
Location Wright-Patt Credit Union - Springfield, OH  
Full-Time/Part-Time Full-Time  

About Wright-Patt Credit Union

Wright-Patt Credit Union is an organization of people...people here to serve our members through life in a truly different way.  Over the past 80 years, Wright-Patt has grown to serve more than 1,100 employee groups, individuals in seven counties in the Miami Valley, and many communities in Cincinnati, Ohio. With 24 member centers and over $2.4 billion in assets, Wright-Patt now proudly serves over 220,000 member-owners. 

The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products. This includes retirement planning, investment planning, college planning, estate planning and insurance needs. The SFA has general responsibility for developing and executing a business plan to grow their market and their team. The SFA also identifies member-owner needs and provides solutions in order to deliver an ever increasing level of service and economic value to member-owners.

Key Responsibilities:

  • Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and/or credit union products.
  • Sells investment and insurance products to member-owners.
  • Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved.
  • Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads.
  • Conducts regular training of member center partner-employees on investment and insurance products.
  • Conducts educational seminars related to financial planning topics.
Position Requirements


  • A high school diploma or equivalent is required.
  • NASD Series 7 securities license required at hire and NASD Series 65 or 66 securities license required. Series 24 is preferred.
  • Life, health, variable products insurance licenses in all states in which doing business required within 3 months of employment.
  • Demonstrated ability to learn and comprehend sophisticated financial planning concepts.
  • Demonstrated ability to learn and adhere to federal and state regulations/laws as they pertain to investment and/or insurance.
  • Demonstrated ability to effectively sell financial services products.
  • Demonstrated ability to learn and utilize the necessary software to complete job functions
  • Minimum of three years previous experience as a Financial Advisor or similar work experience is required.
  • Must be familiar with Microsoft Office products.
  • Demonstrated the ability to coach and develop a Financial Advisor that is working on the team in the territory.


Our competitive benefits package includes Medical, Dental, and Vision Insurance, 401(k) Program, Profit Sharing, Paid Vacation and Holidays, Tuition Reimbursement, Short Term Disability, Long Term Disability, Life Insurance, Discounted Loan Rates, and Premier Member Accounts.

Wright-Patt Credit Union is an equal opportunity employer.

Apply online!

Please visit and submit an online application and resume. 


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