Wealth Advisor Support Specialist (Hybrid)
Stanford Federal Credit Union
Stanford Federal Credit Union in Palo Alto is seeking an Investment Services Assistant to provide comprehensive support to Wealth Advisors. The role requires handling client interactions, maintaining records, and processing paperwork while ensuring outstanding service to our members. This position demands active Series 7 and 66 licenses and involves collaboration within a team focused on enhancing the client experience in a fast-paced environment. Join us and be part of a mission-driven organization dedicated to improving financial lives. #J-18808-Ljbffr
Vacancy posted 9 hours ago
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