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stateemployeescreditunion
A Financial Advisor with an investment focus provides comprehensive member service in life insurance, investments, trust services, and retirement planning through various delivery channels. This role involves developing ongoing client relationships, coordinating with specialists for complex scenarios, and mentoring newer financial advisory specialists while maintaining strict confidentiality. The position requires acting in an advisory capacity to help members manage investments and financial products to fit their overall plans.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for stateemployeescreditunion.
stateemployeescreditunion didn’t post a salary, so this is our estimate from similar listings.
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