Senior Wealth Advisor - Investments & Insurance
$25kCalifornia Credit Union
California Credit Union is seeking a Full Time Sales professional in Glendale, CA, to provide clients with specialized advice on investment and insurance products. You will research offerings, assess client needs, and design plans to meet financial goals, handling accounts over $25,000. Five to seven years of advisory experience and appropriate licenses are required for success. The role emphasizes strong sales, client relationship management, and compliance with applicable regulatory rules, #J-18808-Ljbffr California Credit Union
Vacancy posted 2 days ago
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