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stateemployeescreditunion
The Financial Advisor provides exemplary member service and delivers solutions in life insurance, investments, trust services, estate planning, and retirement planning through various channels. This full-time, remote role requires proactive advisory engagement to help members manage their financial products and achieve their overall financial goals. The position involves maintaining strong member relationships, utilizing technology platforms, and ensuring compliance with credit union policies and regulatory requirements.
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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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