Associate Financial Advisor
Security Service Federal Credit Union•Windcrest, TX
1d
About The Position
The Associate Advisor supports the creation, execution and monitoring of clients financial strategy through direct client interaction, paperwork processing and behind the scenes coordination with other team members to deliver a premium client service. This position requires knowledge of the core tenets of financial planning, experience in a planning support role and the ability to interact with clients at a high-level. The Associate Advisor demonstrates grace under pressure, a positive attitude and the ability to handle a heavy workload.
Requirements
- Bachelors degree required.
- Minimum of three (3) years experience in the financial services industry.
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What This Job Offers
Job Type
Full-time
