Wealth Advisor
socu
About this role
This role involves establishing and maintaining personalized financial relationships with credit union members by providing tailored financial advice, investment, estate, and retirement planning services. The position requires engaging with members both within and outside the credit union to promote financial products and services.
Skills
Qualifications
About socu
socu.orgStreator Onized Credit Union (SOCU) is a community-focused financial cooperative based in Streator, Illinois, dedicated to delivering passionate service to members and the local community. Guided by a people-helping-people philosophy, SOCU offers a full range of financial products and services, including online and mobile banking, deposits, loans, and convenient ATM access. With branch locations and digital channels, SOCU aims to make banking easier and more accessible for individuals and families. The organization emphasizes customer service, community involvement, and local roots as an alternative to traditional banks.
About socu
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 socu.
Salary
$9k – $12k
per year