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We are looking for a licensed FINRA 7 and 66 Associate Wealth Advisor to join our growing team! We will be looking to add a candidate for our Bee Ridge, Fruitville, Bradenton, and Venice branch territory. This position has a $52,000 plus incentives. This is your chance to join a growing Credit Union.
Candidates must live in this territory to be considered.
SUMMARY
At Achieva Credit Union, we're more than just a financial institution. We're a trusted partner dedicated to empowering our members to achieve financial well-being and live more fulfilled lives. As an Associate Wealth Advisor, you'll fulfill this mission by providing comprehensive financial education, guidance, and advice tailored to the individual needs of our diverse membership.
POSITION DUTIES & RESPONSIBILITIES
REQUIRED EDUCATION, LICENSES & ADVANCED DESIGNATIONS
REQUIRED EXPERIENCE
REQUIRED SKILLS & ATTRIBUTES
Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Achieva Participates in E-Verify.
Full Time
Banking
$58k-86k (estimate)
05/03/2024
07/02/2024
achievacu.com
DUNEDIN, FL
200 - 500
1937
GARY REGOLI
$50M - $200M
Banking