UFCU
The Financial Advisor provides members, non-members, and UFCU employees with financial and retirement planning services. The role involves providing investment advice, recommending appropriate financial solutions, and communicating information about investment products and services. The Financial Advisor reports to the Program Manager.
UFCU is Austin’s largest locally owned credit union, offering trusted financial services and support to communities across Texas.
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 UFCU.
UFCU didn’t post a salary, so this is our estimate from similar listings.
15% above the average for this role