Investment & Financial Planning Advisor
Schoolsfirst-Federal-Credit-Union
SchoolsFirst FCU is seeking a Financial Advisor to provide members with information on investment products and to assist with mutual funds, securities transactions, and financial planning. You will assess members' goals and risk tolerance, discuss investment alternatives, and guide appropriate investments while ensuring regulatory compliance and documenting transactions with our broker/dealer. Regular financial reviews will be offered to members annually. #J-18808-Ljbffr Schoolsfirst-Federal-Credit-Union
Vacancy posted 4 days ago
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