Financial Advisor - Coast Central Credit Union

CUNA Mutual Group

Posted: May 4, 2019

This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships with credit union members to grow business. There is a book of business associated with this position.

Position requirements:
Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.
3-5 years successful financial services sales experience
Life, health and variable insurance license.
FINRA Securities Industry Essentials Examination, Series 7, 63 and IAR (65/66 or appropriate designation) registrations.

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