Investment Advisor II — Financial Planning & Client Growth
Patelco Credit Union
Patelco Credit Union seeks an experienced investment advisor to help members achieve their financial goals with personalized guidance and a broad range of investment products. The role covers the North Peninsula branches and emphasizes service, education, and long-term relationships. You will assess client needs, develop strategies, conduct periodic reviews, and stay current on market conditions while collaborating with branch teams and program managers in a supportive, member-first culture. #J-18808-Ljbffr Patelco Credit Union
Vacancy posted 3 days ago
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