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stateemployeescreditunion
The Financial Advisor provides exemplary member service by delivering tailored solutions in life insurance, investments, trust services, and estate planning through various digital and branch channels. This role involves proactively helping members manage their financial products to align with their overall plans while maintaining strong relationships through ongoing communication and education. The position requires proficiency in financial advisory platforms and a commitment to compliance and continuous learning.
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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,
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stateemployeescreditunion didn’t post a salary, so this is our estimate from similar listings.
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