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Financial Sales

Wealth Advisor - On-Site Bank Branch Investments

Job in Plainview, Nassau County, New York, 11803, USA
Listing for: Jovia Financial Credit Union
Full Time position
Listed on 2026-05-18
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 66300 - 70000 USD Yearly USD 66300.00 70000.00 YEAR
Job Description & How to Apply Below
Jovia Financial Credit Union is seeking a Wealth Advisor to deliver comprehensive financial services within a fast-paced environment. Candidates should have a minimum of two years of investment sales experience, maintaining necessary licenses, and proficient in Microsoft Office. This role emphasizes client experience and requires strong communication and organization skills, along with the capability to build relationships and exceed sales goals.

The position offers a salary range of $66,300 - $70,000 based on skills and experience.
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