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Investment Services Advisor & Financial Planning
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-08
Listing for:
Arizona Federal Credit Union
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Arizona Federal Credit Union in Phoenix is looking for a qualified individual to manage and promote its investment services program. Key responsibilities include educating members on financial products and providing tailored financial planning to meet individual goals.
The ideal candidate will have a Bachelor’s degree or equivalent experience, excellent communication skills, and relevant licenses including securities and Certified Financial Planner. This role operates in a hybrid environment with the requirement for independent travel.
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