Wealth Management Advisor
OneAZ Credit Union
OneAZ Credit Union is seeking a senior leader to head Wealth Management, overseeing investments, insurance and advisory services. The role acts as OSJ Principal and interacts with broker-dealers and regulators to ensure compliance and strategic growth. The role requires FINRA licenses (7/24/66 or 63/65) and a Life & Health license, with 8–10 years in wealth mgmt and a track record in driving revenue and growth. Based at our Phoenix corporate office. #J-18808-Ljbffr
Vacancy posted 3 days ago
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