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Investment Services Advisor – Planning & Education
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-06
Listing for:
Arizona Financial Credit Union
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Arizona Financial Credit Union in Phoenix, Arizona is looking for a full-time position managing and promoting a financially viable investment services program combining insurance and securities. The ideal candidate will have a Bachelor's degree or three years of experience in a financial institution.
This role involves conducting workshops, offering investment products, and ensuring compliance with securities programs. Essential qualifications include a securities license, Certified Financial Planner license, and strong communication skills.
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