CA-Financial Advisor
CEFCU(1 month ago)
About this role
CEFCU is seeking member service team members who provide professional and caring financial planning and investment services to enhance member relationships. The role involves assessing member needs, recommending tailored solutions, and transitioning towards a Financial Advisor III position within two years.
Required Skills
- Financial Planning
- Investment Services
- Member Relationship Management
- Compliance
- Business Development
Qualifications
- High School Diploma
- Life/Health Producer License
- FINRA Series 7
- FINRA Series 66
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