Hybrid Investment Services Assistant to Wealth Advisors
Stanford Federal Credit Union
Stanford Federal Credit Union seeks a motivated Registered Investment Services Assistant in Palo Alto to support Wealth Advisors and enhance client experience. The role requires active Series 7 & 66 licenses, with 1-3 years of relevant experience and proficiency in CRM systems. Offering a hybrid work model, the position includes extensive benefits such as comprehensive health coverage, 401(k) match, education reimbursement, and generous paid time off. #J-18808-Ljbffr Stanford Federal Credit Union
Vacancy posted 7 hours ago
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