Financial Advisor
West Covinaonsite$15K – $137K
Posted 3 days ago · via Workday
About this role
We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Financial Advisor Scheduled Weekly Hours: 40 What You’ll Be Doing Provides excellent service to Members seeking information on alternative investment products offered through broker/dealer. Assists Members with mutual funds, securities transactions, and financial planning. Discusses financial investment alternatives with Members. Evaluates Member’s goals, risk tolerance and suggests appropriate investments. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Updates SchoolsFirst FCU team on products and services offered through the investment program.…
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 West Covina. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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