Personal Financial Advisor
Websteronsite
Posted 3 days ago · via Workday
About this role
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Duties/Responsibilities: Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union Educate members and credit union employees on investment products and services through seminars, branch trainings and other scheduled events. Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning.…
Read the full description on JSC Federal Credit Union's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Webster. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included