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Financial Advisor - Retirement & Investment Planning

Wescom Central Credit Union

Wescom Central Credit Union seeks an Investment Services Advisor to meet with members, profile long-term financial goals, and provide retirement planning, college funding, and investment guidance. The role emphasizes building trusted relationships and delivering suitable recommendations aligned with members' needs. A Bachelor's degree with 5 years of investment sales experience is required, along with FINRA licenses and a proficiency in Microsoft Office. #J-18808-Ljbffr Wescom Central Credit Union

Vacancy posted 2 days ago
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