Senior Financial Advisor - Buffalo Region
SEFCU
About this role
This role involves providing financial services and advising clients in wealth management, with a focus on expanding client relationships and managing assets. The job includes relationship building, presentations, and ensuring compliance, with a strong emphasis on growth and development within a credit union environment.
Skills
Qualifications
About SEFCU
broadviewfcu.comWelcome to Broadview Federal Credit Union. Here, the big picture is all about you. Broadview is devoted to your financial well-being, the strength of our communities, and employees who deliver on the values we share.
Recent company news
Times UnionSEFCU and CAP COM changing name to Broadview
Jul 16, 2022
CU TodayHow 1 CU Has Mixed The Old (Restored Train Station) With The New (High-Tech Delivery)
Jan 6, 2015
The Business JournalsNew Broadview credit union names leadership team following SEFCU-CAP COM merger
Jul 31, 2022
The Financial BrandGoogle Claims It Has ‘No Interest In Ever Becoming a Bank’
Nov 23, 2020
Connecticut PostSEFCU closing some branches due to outbreak
Mar 13, 2020
About SEFCU
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for SEFCU.
Salary
$107k – $138k
per year
More jobs at SEFCU
Similar Jobs
Associate Financial Advisor
Wealth Enhancement Group
Financial Advisor - Signal Financial Federal Credit Union
LPL Financial
Wealth Advisor - VIA Credit Union
LPL Financial
Financial Advisor - Grow Financial Federal Credit Union
LPL Financial
Financial Advisor - Warminster, PA
TD Bank Group
Financial Advisor - TruStage Remote Advisor
LPL Financial