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Wealth Advisor I: Personal Financial Planning & Growth

Mountain America Credit Union

Mountain America Credit Union is looking for a Wealth Advisor in Meridian, ID. In this full-time position, you will collaborate with branches and third-party brokers to provide comprehensive wealth management solutions. The ideal candidate will have at least 2 years of experience and a Bachelor's degree or equivalent in a related field. Responsibilities include developing financial plans, maintaining member relationships, and compliance with regulatory standards. Join a company that values a healthy work-life balance and member-first philosophy. #J-18808-Ljbffr Mountain America Credit Union

Vacancy posted 4 days ago
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