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© All Rights Reserved. ApplyBlast.com
Affinity Credit Union
The Wealth Specialist will provide financial planning and investment solutions to members, creating robust financial plans, offering investment advice, and managing portfolios. The role focuses on leveraging technology to deliver a remarkable member experience while growing the organization’s book of business through relationships and community connections.
Affinity Credit Union offers personal & business banking, loans, mortgages and investment solutions in Saskatchewan. Join our better banking movement!
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 Affinity Credit Union.
Affinity Credit Union didn’t post a salary, so this is our estimate from similar listings.
12% above the average for this role