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Peak Credit Union

Licensed Financial Advisor Assistant

Peak Credit Union · Eugene, OR

Posted about 3 months ago · $24.92 - $28.32 · Previously reposted

or apply directly on Peak Credit Union 's site. We never take the application ourselves.

Is this posting real?

This role has been open
81 days
Peak Credit Union 's roles stay open a median of 51 days
Reposted
Yes
taken down and listed again at least once
Salary listed
Yes
90% of Peak Credit Union 's roles list one
Ghost-job risk at Peak Credit Union
high
21 stale, 2 reposted of 21 open
Hiring momentum
36 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-24

Measured from postings appearing on and disappearing from Peak Credit Union 's own greenhouse board since 2026-08-03. Full hiring picture for Peak Credit Union .

About this role

The Licensed Financial Advisor Assistant will manage client interactions, process requests, and ensure compliance with documentation requirements. Daily tasks include maintaining the Client Relationship Management (CRM) system, preparing financial plans, executing trades, and coordinating with financial advisors. This role also involves administrative duties such as scheduling appointments and managing client files.

Our read on this posting3.6out of 5
benefits
3/5
freshness
1/5
career value
4/5
role clarity
5/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Peak Credit Union as an employer.

What you need

  • A minimum of five (5) years' related experience in a support role in securities, insurance, and/or financial services.
  • Series 7, Series 66 or Series 65 & Series 63, and Insurance License.

Nice to have

  • Associate degree in business or a related field.

What you get

  • Medical, dental, vision and life insurance coverage.
  • Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
  • Access to Life and AD&D insurance.
  • 401k plan enrollment.
  • Accrual of 8 hours of vacation and 8 hours of sick leave monthly.
  • 11 paid holidays, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time. All benefits except 401k start the first of the month following date of hire.

Worth weighing

  • In-person role based in Eugene, OR.
  • Compensation incentives are performance-based and targets vary by role.
  • No mention of opportunities for professional development or advancement within the role.

Summarised from Peak Credit Union 's posting. Read the full original.

Listed by Peak Credit Union on their greenhouse job board, last confirmed open on 2026-10-24. PitchMeAI is not the employer.

More roles at Peak Credit Union

All 21 open roles at Peak Credit Union →