Financial Advisor
kemba
About this role
A Financial Advisor at a credit union serves members' financial needs through a Total-Needs Based approach, helping identify goals and recommending appropriate insurance and securities products. The role involves maintaining client relationships, following compliance guidelines, and adhering to ethical standards.
Skills
Qualifications
About kemba
kemba.orgKEMBA Financial Credit Union is a Central Ohio-based financial cooperative offering competitive rates on mortgages, home loans, auto loans, and credit cards, with online account opening. It serves members from its Gahanna, Ohio location and supports online and mobile banking for convenient access. For assistance, customers can reach its service line at +1-614-235-2395. KEMBA maintains a digital presence through social channels and provides modern banking tools for members.
About kemba
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for kemba.
Salary
$100k
per year