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Summary of Responsibilities:
The role of the Financial Advisor is to enhance member and client relationships by providing holistic planning advice, and offering solutions such as, Investments, Insurance, and Estate Planning products and services.
Education:
Experience:
Knowledge and Skills:
Primary Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Follow Credit Union policies for compliance with all laws and regulations, specifically, but not limited to, the Bank Secrecy Act, security policies and confidentiality Policies.
Secondary Duties and Responsibilities
Credit Union Branch Duties:
Full Time
Banking
$65k-87k (estimate)
12/10/2023
04/13/2024
truwest.org
TEMPE, AZ
200 - 500
2007
ALAN ALTHOUSE
$50M - $200M
Banking