Personal Financial Advisor
Wellby Financial(4 months ago)
About this role
Join a community-focused Credit Union as an Investment Services Advisor. The role centers on helping members understand investment options and align financial plans with their goals through guided planning and ongoing education. You will work with branch teams to support wealth management initiatives and stay current on market trends and product offerings.
Required Skills
- Communication
- Customer Service
- Investment Knowledge
- Financial Planning
- Analytical Thinking
- Problem Solving
- Microsoft Office
- Training
- Cross Selling
Qualifications
- Bachelor’s Degree in Business or Related Field
- Series 6
- Series 7
- Series 63
- Series 65
- State Insurance License
- CFP®
- ChFC®
- CLU®
About Wellby Financial
wellbyfinancial.comWellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.
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