Partners Federal Credit Union
A Financial Advisor at Partners Credit Union meets with members to assess their financial planning needs, develops personalized financial goals, and creates comprehensive financial plans. The role involves analyzing client income and assets, recommending appropriate financial products like insurance and investments, and building strong branch relationships to drive business growth.
Headquarters
Orlando, Florida, United States
Company Size
201-500 employees
Founded
1960
Partners checking, savings, auto loans, home mortgage, retirement and wealth management, financial resources, and more.
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 Partners Federal Credit Union.
34% below the average for this role
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