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Mobile Personal Financial Advisor

Job in Meridian, Ada County, Idaho, 83680, USA
Listing for: CapEd Credit Union
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 32000 - 42000 USD Yearly USD 32000.00 42000.00 YEAR
Job Description & How to Apply Below

Cap Ed Credit Union is seeking a Roaming PFR to engage members through meaningful conversations, resolve inquiries, and enhance their banking experience. You will process transactions, handle cash, and assist with memberships, accounts, and lending offerings while educating members on Cap Ed products.

The role emphasizes delivering the Cap Ed Brand Promise with exceptional service and maintaining expert knowledge of current products and promotions.

We are seeking a motivated Mobile Personal Financial Advisor to join Cap Ed Credit Union in Meridian, , United States.

The Mobile Personal Financial Advisor role at Cap Ed Credit Union is now open for applications in Meridian, , United States.

Join us at Cap Ed Credit Union as our next Mobile Personal Financial Advisor in Meridian, , United States.

We are currently recruiting a Mobile Personal Financial Advisor for our team in Meridian, , United States.

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