Job details
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Junior Financial Advisor
Join TwinStar Credit Union as a Junior Financial Advisor, where you will help shape the future of financial services while making a meaningful impact on the community.
Skills
- Knowledge of financial products
- Strong presentation and communication skills
- Client service orientation
- Ability to work collaboratively
Responsibilities
- Prepare for pre-client meetings
- Attend and take notes during client meetings
- Manage and oversee estate settlement issues
- Maintain client files
- Assist with client inquiries
- Participate in workshops and seminars
Education
- Relevant internship experience
- Certifications such as Series 7, Series 66 or Series 65 & Series 63
Benefits
- Medical, dental, and vision insurance
- 401k plan with employer contributions
- Paid vacation and sick leave
- Paid holidays and floating holiday
To read the complete job description, please click on the ‘Apply’ button
TwinStar Credit Union was founded in 1937 and is a full-service credit union headquartered out of Olympia, Washington.
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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$48,000/yr - $72,200/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
November 6, 2024
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