Wealth Management Specialist
First Credit Union
About this role
FCU Community Financial is seeking a Wealth Management Specialist to provide financial planning, investment advice, and support to members. The role involves building relationships with clients, enhancing financial literacy, and contributing to community engagement within a team-oriented environment.
Skills
Qualifications
About First Credit Union
firstcu.netFirst Credit Union is a not-for-profit, member-owned financial cooperative founded in Arizona in 1929. Branded as "Find your Financial Sunshine®," it bills itself as Arizona’s original credit union and serves local members with consumer and small‑business banking services such as savings, lending, and digital banking. Focused on member value rather than shareholder profit, it emphasizes community-oriented service and local relationships across its branches and online channels.
About First Credit Union
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 First Credit Union.
Salary
$60k – $80k
per year