Financial Wellness Advisor
FAIRWINDS
FAIRWINDS Credit Union in Orlando's MetroWest branch is seeking a Member Service Specialist who thrives in helping members achieve financial freedom. You will handle teller and platform transactions, open new accounts, and tailor product recommendations to each member's goals, fostering trust and lasting relationships. In this role you will guide members through FAIRWINDS' products and digital tools, proactively refer loans, deposits, investments, and insurance, and support branch operations. #J-18808-Ljbffr FAIRWINDS
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...pioneering alternative asset manager specializing in uncorrelated financial products that leverage proprietary longevity data and actuarial... ...suitable for prospects and clients based on their LifeARC as well as servicing client relationships Document all client...Temporary workInterim roleWork at office- ...—or even the CEO of your family —wondering, “What’s next?” Are you craving a career that offers more flexibility, purpose, and financial growth , but without sacrificing your income potential ? I get it. After thriving in roles like coaching, teaching, and property...Full timePart timeRemote workWork from homeFlexible hoursShift work
- ...relationships, underwriting, structuring, closing of commercial loans, as well as maintaining and managing an existing portfolio. The... ...regarding the advantages and disadvantages of different financial products. Negotiate terms, structure loan financing based on...Permanent employmentInterim roleLocal areaWork from home
$44.39k - $49.93k
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