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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. The role involves proactively helping members manage their financial products to fit their overall plan while maintaining compliance and confidentiality. Collaboration with team members and management is essential to ensure holistic member needs are met.
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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.
20% below the average for this role
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