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Premier Mass Affluent Financial Advisor

Job in East Meadow, Nassau County, New York, 11554, USA
Listing for: Teachers Federal Credit Union
Full Time position
Listed on 2026-08-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 39000 - 47000 USD Yearly USD 39000.00 47000.00 YEAR
Job Description & How to Apply Below

Teachers Federal Credit Union is seeking a Premier Financial Representative to engage mass affluent members and grow a robust book of business. You will support local branches with Premier services, perform comprehensive financial reviews, and log outcomes in our CRM to drive member solutions and revenue.

Ideal candidates bring experience in financial services, strong communication skills, and proficiency with Microsoft Office and Salesforce.

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