Financial Advisor - Reliant Credit Union

Sodusonsite

Posted 119mo ago · via Smartrecruiters

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About this role

About Financial Financial Advisor - Reliant Credit Union Reliant Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives. Achieve program profitability for our Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Reliant Credit Union and our Brokerage Services, Inc.). Responsibilities Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company.…

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Level fit

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Recency

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Location fit

This role is based in Sodus. We weight your proximity and willingness to relocate.

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