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Member-First Financial Advisor | Build Wealth
Job in
Redding, Shasta County, California, 96001, USA
Listed on 2026-06-04
Listing for:
Rogue Credit Union
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Rogue Credit Union in California seeks a Financial Advisor responsible for delivering tailored financial guidance to members. This role involves building trusted relationships, conducting fact-finding discussions, and providing investment recommendations aligned with members' needs.
The ideal candidate will possess strong coaching skills, stay updated on regulations, and ensure exceptional member service. Essential qualifications include a two-year college degree and Series 7 and 66 licenses.
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