Member-Centric Financial Advisor & Retirement Planner
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Finance & Banking
Job Description & How to Apply Below
UFCU Main is seeking a Financial Advisor to deliver personalized investment services to members, non-members, and staff. You will analyze financial information and create diversified strategies, advising on asset allocation and portfolios while pursuing growth through new and expanded member relationships.
The role requires FINRA licenses and Life/Health insurance licenses, with a minimum of three years of related experience and a strong sales orientation.
We would love to welcome a new Member-Centric Financial Advisor & Retirement Planner to our organisation in GA, United States.
Are you ready to take on the Member-Centric Financial Advisor & Retirement Planner role at UFCU Main?
We would love to welcome a new Member-Centric Financial Advisor & Retirement Planner to our team in GA, United States.
For the Member-Centric Financial Advisor & Retirement Planner position at UFCU Main, we are reviewing applications now.
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