A company is looking for an Associate Financial Advisor Bilingual - Advisory Services.Key Responsibilities : Educate and advise plan participants on available Advisory Services to assist in reaching retirement goalsIdentify opportunities to increase client assets and provide retirement planning discussionsAdhere to compliance procedures and document client interactions for follow-upQualifications : 2+ years of financial industry experienceFluent Proficiency in Spanish and EnglishFINRA Series 7, Series 63, and Series 65 registrations requiredCRPC within corporate established timelinesBachelor's degree preferred
Financial Services Advisor
If so, we’d love to talk with you about Monterra Credit Union’s Financial Services Advisor Position!. Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals. Do you possess a broad knowledge of financial products and services?. Discoun...
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