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Investment Representative — Series-Licensed Finance Career

Job in Visalia, Tulare County, California, 93290, USA
Listing for: Educational Employees Credit Union
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial institution seeks an Investment Representative to support branches in California's South Valley. Responsibilities include meeting clients, providing investment advice, and preparing reports. Candidates should possess strong communication skills, relevant licenses, and ideally a Bachelor's Degree in a business-related field. This is a full-time position offering entry-level employment in the finance and sales sector. Effective collaboration and adherence to investment regulations are essential.
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