Registered Sales Assistant II chez OneAZ Credit Union

Join Us in Making an Impact ✨

At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! 

Who You Are  🧩

You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together.

What You’ll Do 🚀

📍This position will be located at our corporate office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027

Responsible for all back-office support of the Wealth Advisors (WA's), including building and maintaining prospective and current client relationships through excellent customer service, organization, and attention to detail General working knowledge of investment industry with the ability to conduct necessary conversations, place trades, verbal and written communication and provide full account assistance for clients and wealth management team.

• Answers incoming calls, assists with client account update requests, and/or routes calls to the appropriate area
• Calls investment services clients to schedule appointments, reviews, and confirm appointments
• Completes profile referrals for qualification and arranges appointments with assigned Wealth Advisors
• Monitors Wealth Management inboxes
• Emails pre-screening questionnaires, thank you letters to prospects, and welcome packs to new clients
• Checks mail and schedules FedEx pickups
• Mails out correspondence to clients including, but not limited to, review notices and birthday letters
• Completes monthly non-electronic correspondence required by broker dealer, LPL Financial
• Verifies member referrals are updated daily/weekly
• Verifies that new clients are synced in core system and Customer Relationship Management (CRM) system
• Verifies that paperwork has been sent to and received by appropriate parties in good order from start to completion
• Assists in business development initiatives through client outreach, marketing assistance and planning
• Assists in the implementation of ongoing marketing initiatives for the department
• Makes outbound calls on warm lead lists to prescreen prospects, set appointments, and performs follow up on event campaigns
• Processes and resolves operational items, including not-in-good-order processing, status inquiries, notifications, communication, and broad support for Wealth Advisors

 What You Bring 🎯

• H.S. Diploma Required
• Bachelor’s Degree Preferred 
• 3-5 years of similar or related experience of working in investments/wealth management in a financial institution required.
• 3-5 years of similar or related experience in in-person, phone and/or virtual experience with clients.
• Computer and office equipment-usage proficiency [High].
• Experience with Microsoft Office (Excel, Word, and PowerPoint) or similar software [High]. 
• Experience with Salesforce customer relationship management (CRM) software or similar package (preferred) [Medium].
• Excellent verbal communication [Medium].
• High attention to detail and accuracy [Medium].
• Must be highly organized and a self-starter [Medium].
• Proficient Ability to:
  • Identify, research, and solve problems quickly
  • Interact with co-workers, dealers, members and clients in a highly professional manner
  • Listen effectively, learn quickly, and organize work
  • Shift quickly to new tasks when priorities change
• FINRA Licenses. Active FINRA Licenses: SIE, Series 7, 63/65 or 66 [Required].
• Insurance Licenses. Arizona Life and Health Insurance license [Required].
• A passion for people, innovation, and growth.

Not sure if you meet every requirement? That’s okay. We believe great talent comes from all backgrounds and experiences. At OneAZ, we value potential, passion, and purpose. If you’re excited about this opportunity and believe in our mission, we encourage you to join our Talent Community