Wealth Advisor - Jovia Credit Union
Core
Wealth Advisor delivering Non-Deposit Investment Products (NDIPs) and insurance solutions to retail clients at a credit union branch.
Role type
Wealth Advisor (Financial Advisor)
Builds
Investment and insurance portfolios for retail clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
investment sales, financial planning, regulatory compliance, brokerage solutions, insurance solutions
Preferred skills
sales results, bank-based investment market knowledge, product knowledge
Technologies
Microsoft Office, broker dealer applications
Responsibilities
solicit new and existing investments and insurance solutions, deliver comprehensive financial solutions, build relationships with branch staff, meet sales goals
Seniority
Individual Contributor
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.