Financial Advisor
WSECU(10 days ago)
About this role
A Financial Advisor at WSECU manages investment portfolios, develops client relationships, and provides financial guidance to help members achieve their financial goals. The role involves client engagement, financial planning, education, and ensuring compliance with regulations.
Required Skills
- Financial Planning
- Investment Strategies
- Client Relationships
- Financial Analysis
- Regulatory Compliance
- Microsoft Office
- Wealth Management
- Market Knowledge
- Communication
- Teamwork
About WSECU
wsecu.orgWe're a member-powered credit union that focuses on you and the communities that make Washington such an amazing place to call home.
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