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Wealth Advisor: Client Portfolios & Plans
Job in
Chehalis, Lewis County, Washington, 98532, USA
Listed on 2026-02-19
Listing for:
WSECU
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A credit union in Washington is seeking a Financial Advisor to enhance member financial wellbeing. You'll develop client portfolios, conduct educational seminars, and collaborate with team members to meet financial goals. The ideal candidate should possess a Bachelor's degree in business or finance alongside relevant licenses. A commitment to client education and financial strategy is essential. You'll enjoy competitive pay, comprehensive benefits, and the opportunity to work with dedicated professionals.
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