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105635 jobs as of 5/24/2020
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Claims Specialist I
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Role Description: This Claims customer service role is responsible for communicating directly with customers, including credit unions and credit union members. This role is responsible for obtaining medical, employment or other information needed...
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From Cuna Mutual Group
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Date
2020-05-24
Company
Cuna Mutual
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Location
Waverly, IA
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About the job:
Role Description: This Claims customer service role is responsible for communicating directly with customers, including credit unions and credit union members. This role is responsible for obtaining medical, employment or other information needed to make a claim decision and will make claim determinations and settle claims that fit express claim criteria. This role is also responsible for educating customers on policy provisions, interpreting financial and non-financial information and following claim requirements and procedures. Job Responsibilities: - Provide a high quality customer service...
Location:
Waverly, IA
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Salary:
Middle Income Jobs ($30K-$49K)
Career Level/Education:
High school diploma or equivalent
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - GreenState Credit Union
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Job Purpose: 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 to grow business. -...
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From Cuna Mutual Group
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Date
2020-05-24
Company
Cuna Mutual
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Location
Iowa City, IA
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About the job:
Job Purpose: 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 to grow business. - Cultivate strong relationships with members by consistently using the prescribed sales process. - Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. - Cultivate strong working relationships and trust among credit union staff by conducting regular...
Location:
Iowa City, IA
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Innovation Sr. Software Engineer, CI/CD
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The Innovation Center is seeking a strong senior DevOps Engineer. This person will be joining our agile environment and will be a crucial part of an exciting, fast paced and engaged delivery team. The ideal candidate will be comfortable functioning...
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From US.jobs
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Date
2020-05-24
Company
Cuna Mutual
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Location
Portland, OR
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About the job:
The Innovation Center is seeking a strong senior DevOps Engineer. This person will be joining our agile environment and will be a crucial part of an exciting, fast paced and engaged delivery team. The ideal candidate will be comfortable functioning in a highly collaborative manner and partner closely with Platform & Architecture teams, Feature Development teams, and the QA team in stewarding and streamlining the path to production deployment of cutting-edge secure software, build/test cycles within CUNA's Innovation Center. This person will participate in the continuous improvement of quality...
Location:
Portland, OR
Job Type:
Full-Time
Permanent
Occupation:
Software Developers, Applications
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Redux
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - Erie Federal Credit Union
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Job Purpose: 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 to grow business. Job...
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From Cuna Mutual Group
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Date
2020-05-24
Company
Cuna Mutual
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Location
Erie, PA
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About the job:
Job Purpose: 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 to grow business. Job Responsibilities: - Cultivate strong relationships with members by consistently using the prescribed sales process. - Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. - Cultivate strong working relationships and trust among credit union staff by...
Location:
Erie, PA
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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University of Illinois Credit Union - Financial Advisor
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Job Purpose: 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 to grow business. Job...
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From Cuna Mutual Group
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Date
2020-05-23
Company
Cuna Mutual
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Location
Champaign, IL
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About the job:
Job Purpose: 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 to grow business. Job Responsibilities: - Cultivate strong relationships with members by consistently using the prescribed sales process. - Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. - Cultivate strong working relationships and trust among credit union staff by...
Location:
Champaign, IL
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - Sandia Labs Federal Credit Union Job
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Work Location: Albuquerque, New Mexico, United States We are seeking an uncommon professional to join our team as a Financial Service Representative. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by...
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From The Scientist CAREERS
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Date
2020-05-23
Company
Cuna Mutual Group
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Location
Albuquerque, NM
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About the job:
Work Location: Albuquerque, New Mexico, United States We are seeking an uncommon professional to join our team as a Financial Service Representative. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the...
Location:
Albuquerque, NM
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Actuarial Assistant
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JOB REQUIREMENTS: This is a mid-level actuarial position with some independence to perform analysis and develop solutions to actuarial issues with limited direction. The primary purpose is to assist actuaries in the analysis of product performance....
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From Cuna Mutual Group
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Date
2020-05-22
Company
Cuna Mutual Group
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Location
Madison, WI
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About the job:
JOB REQUIREMENTS: This is a mid-level actuarial position with some independence to perform analysis and develop solutions to actuarial issues with limited direction. The primary purpose is to assist actuaries in the analysis of product performance. The incumbent may undertake independent analysis with direction. This position works mainly with other actuaries under limited direction, but includes some interaction with other functional areas under significant direction. Framework General Profile and Scope: Requires knowledge and experience in own discipline/department; still acquiring...
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Actuaries
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
7
Graphic Literacy
6
Workplace Documents
7

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Financial Advisor - WEOKIE Federal Credit Union
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Job Purpose: 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 to grow business. Job...
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From Cuna Mutual Group
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Date
2020-05-21
Company
Cuna Mutual Group
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Location
Oklahoma City, OK
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About the job:
Job Purpose: 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 to grow business. Job Responsibilities: - Cultivate strong relationships with members by consistently using the prescribed sales process. - Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. - Cultivate strong working relationships and trust among credit union staff by...
Location:
Oklahoma City, OK
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - DuPage Credit Union
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Job Purpose: 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 to grow business. Job...
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From Cuna Mutual Group
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Date
2020-05-21
Company
Cuna Mutual Group
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Location
Naperville, IL
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About the job:
Job Purpose: 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 to grow business. Job Responsibilities: - Cultivate strong relationships with members by consistently using the prescribed sales process. - Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. - Cultivate strong working relationships and trust among credit union staff by...
Location:
Naperville, IL
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Associate Financial Advisor - Honda FCU
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Honda Federal Credit Union and CUNA Brokerage Services Inc. (CBSI) are excited to be adding an Associate Financial Advisor (AFA) to our team. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book...
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From Cuna Mutual Group
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Date
2020-05-21
Company
Cuna Mutual Group
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Location
Marysville, OH
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About the job:
Honda Federal Credit Union and CUNA Brokerage Services Inc. (CBSI) are excited to be adding an Associate Financial Advisor (AFA) to our team. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book of business, and a base salary plus incentive plan, providing a secure environment to build your business. The Associate Financial Advisor primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also partner with credit union employees to help credit union members...
Location:
Marysville, OH
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
FINRA / NASD Series 6
State insurance license
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Retirement and Investment Specialist
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JOB REQUIREMENTS: Job Responsibilities: (45%) Educate and guide Credit Union employees on their distribution choices within their retirement plan(s). Answer clients' questions about the details of their employer-sponsored plans including taxing...
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From Cuna Mutual Group
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Date
2020-05-21
Company
Cuna Mutual Group
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Location
Madison, WI
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About the job:
JOB REQUIREMENTS: Job Responsibilities: (45%) Educate and guide Credit Union employees on their distribution choices within their retirement plan(s). Answer clients' questions about the details of their employer-sponsored plans including taxing requirements, distribution options, and investment options. Interpret for clients information such as investment performance reports, financial document summaries, and income projections. (35%) Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information...
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Financial Industry Regulatory Authority
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Mid Level Front End Full Stack Web
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JOB REQUIREMENTS: Job Purpose: Provide professional and technical support in the development, installation and maintenance of business systems solutions. Lead self and others through all phases of development life-cycle on small to medium-sized...
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From US.jobs
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Date
2020-05-18
Company
Cuna Mutual Group
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Location
Madison, WI
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About the job:
JOB REQUIREMENTS: Job Purpose: Provide professional and technical support in the development, installation and maintenance of business systems solutions. Lead self and others through all phases of development life-cycle on small to medium-sized initiatives. Job Responsibilities: 35% Develop, test, implement, document and maintain high quality business systems solutions on various computer platforms, adhering to established methodology and practices, and in accordance with acceptance criteria. Implement and coordinate approved solution deliverables and activities. Proactively strive for...
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Computer Systems Analysts
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor Dual Westconsin
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JOB REQUIREMENTS: Job Purpose: Serve the financial needs of 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...
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From US.jobs
Report this job
Date
2020-05-18
Company
Cuna Mutual Group
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Location
Madison, WI
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About the job:
JOB REQUIREMENTS: Job Purpose: Serve the financial needs of 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 CUNA Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. Job Responsibilities: Serve Your Clients 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate...
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
FINRA / NASD Series 6
FINRA / NASD Series 63
FINRA Series 7
State insurance license
Chartered Life Underwriter
Certified Financial Planner
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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WorkKeys®

Financial Advisor - MemberSource Credit Union
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Job Purpose: 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 to grow business. Job...
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From Cuna Mutual Group
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Date
2020-05-18
Company
Cuna Mutual
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Location
Houston, TX
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About the job:
Job Purpose: 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 to grow business. Job Responsibilities: + Cultivate strong relationships with members by consistently using the prescribed sales process. + Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. + Cultivate strong working relationships and trust among credit union staff by...
Location:
Houston, TX
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - Eastern DC market
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Job Purpose: 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 to grow business. This...
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From LocalJobNetwork
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Date
2020-05-18
Company
Cuna Mutual
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Location
Rockville, MD
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About the job:
Job Purpose: 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 to grow business. This is a W-2 opportunity with CUNA Mutual Group and would serve a credit union in your local market. (Ideal markets are Rockville, Greenbelt, Camp Springs and Suitland, MD.) Job Responsibilities: - Cultivate strong relationships with members by consistently using the prescribed sales process. - Provide fee based financial planning and asset management...
Location:
Rockville, MD
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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ASSOCIATE FINANCIAL ADVISOR
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CUNA Brokerage Services Inc. (CBSI) will soon be adding to our team of advising professionals in the Orlando area. We are collecting resumes in anticipation of several vacancies for Associate Financial Advisors to work on teams with existing,...
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From Cuna Mutual Group
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Date
2020-05-18
Company
Cuna Mutual
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Location
Orlando, FL
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About the job:
CUNA Brokerage Services Inc. (CBSI) will soon be adding to our team of advising professionals in the Orlando area. We are collecting resumes in anticipation of several vacancies for Associate Financial Advisors to work on teams with existing, seasoned advisors. Our teaming environment supports our Associate Financial Advisors through coaching and mentoring, a book of business, and a base salary plus incentive plan, providing a secure environment to build your business. The Associate Financial Advisor primarily focuses on helping credit union members assess and meet the core financial needs of...
Location:
Orlando, FL
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
FINRA / NASD Series 6
State insurance license
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Display

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WorkKeys®

Financial Advisor - Horizon Credit Union
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Job Purpose: 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 to grow business. Job...
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From Cuna Mutual Group
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Date
2020-05-17
Company
Cuna Mutual Group
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Location
Boise, ID
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About the job:
Job Purpose: 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 to grow business. Job Responsibilities: - Cultivate strong relationships with members by consistently using the prescribed sales process. - Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. - Cultivate strong working relationships and trust among credit union staff by...
Location:
Boise, ID
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Display

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Financial Advisor - Bayer Heritage Federal Credit Union
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Job Purpose: 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 to grow business. Job...
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From LocalJobNetwork
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Date
2020-05-17
Company
Cuna Mutual
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Location
Moundsville, WV
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About the job:
Job Purpose: 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 to grow business. Job Responsibilities: - Cultivate strong relationships with members by consistently using the prescribed sales process. - Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. - Cultivate strong working relationships and trust among credit union staff by...
Location:
Moundsville, WV
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - GreenState Credit Union
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Please provide your Work Experience and Education or attach a copy of
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From Cuna Mutual Group
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Date
2020-05-17
Company
Cuna Mutual Group
View company profile

Location
West Des Moines, IA
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About the job:
Please provide your Work Experience and Education or attach a copy of
Location:
West Des Moines, IA
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - GreenState Credit Union
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Please provide your Work Experience and Education or attach a copy of
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From US.jobs
Report this job
Date
2020-05-17
Company
Cuna Mutual Group
View company profile

Location
Bettendorf, IA
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About the job:
Please provide your Work Experience and Education or attach a copy of
Location:
Bettendorf, IA
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - Bayer Heritage Federal Credit Union
Quick view
Job Purpose: 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 to grow business. Job...
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From Cuna Mutual Group
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Date
2020-05-15
Company
Cuna Mutual Group
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Location
Madison, WI
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About the job:
Job Purpose: 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 to grow business. Job Responsibilities: - Cultivate strong relationships with members by consistently using the prescribed sales process. - Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. - Cultivate strong working relationships and trust among credit union staff by...
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Operations Consultant II
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JOB REQUIREMENTS: Job Purpose: Working independently, this position assists with the identification and implementation of Customer Operations process improvement opportunities to help Customer Operations achieve their long-term strategic goals. In...
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From Cuna Mutual Group
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Date
2020-05-15
Company
Cuna Mutual Group
View company profile

Location
Madison, WI
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About the job:
JOB REQUIREMENTS: Job Purpose: Working independently, this position assists with the identification and implementation of Customer Operations process improvement opportunities to help Customer Operations achieve their long-term strategic goals. In addition, this position is responsible for executing the day-to-day operational support needs of the Customer Operations organization as well as to lead small to mid-size initiatives across Customer Operations. Is required to solve complex problems and identify innovative solutions. Interprets business issues and recommends best practices. Job...
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - Keesler Federal Credit Union
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Job Purpose: 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 to grow business. Job...
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From Cuna Mutual Group
Report this job
Date
2020-05-15
Company
Cuna Mutual
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Location
Biloxi, MS
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About the job:
Job Purpose: 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 to grow business. Job Responsibilities: + Cultivate strong relationships with members by consistently using the prescribed sales process. + Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. + Cultivate strong working relationships and trust among credit union staff by...
Location:
Biloxi, MS
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor Summit Credit Union
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JOB REQUIREMENTS: Job Purpose: 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 to...
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From Cuna Mutual Group
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Date
2020-05-14
Company
Cuna Mutual Group
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Location
Madison, WI
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About the job:
JOB REQUIREMENTS: Job Purpose: 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 to grow business. Job Responsibilities: Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. Cultivate strong working relationships and trust among credit union...
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
State insurance license
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - Heritage Family Federal Credit Union
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Heritage Family Federal Credit Union POSITION DESCRIPTION POSITION TITLE: AVP - Financial Advisor DEPARTMENT: Heritage Way Financial Services REPORTS TO: VP-Heritage Way Financial Advisor SUMMARY: The person in this position will help our members...
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From Cuna Mutual Group
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Date
2020-05-14
Company
Cuna Mutual Group
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Location
Rutland, VT
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About the job:
Heritage Family Federal Credit Union POSITION DESCRIPTION POSITION TITLE: AVP - Financial Advisor DEPARTMENT: Heritage Way Financial Services REPORTS TO: VP-Heritage Way Financial Advisor SUMMARY: The person in this position will help our members develop, implement, and manage, comprehensive retirement and wealth management plans. Provide individualized investment and insurance products and services that serve our members best interests, while helping them achieve their financial goals. Must hold Life/Health License(s), as well as Series 7, 63 and/or 65/66 Licenses. LUTCF, CLU, ChFC or CFP...
Location:
Rutland, VT
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Certified Financial Planner
FINRA Series 7
Chartered Life Underwriter
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Display

Recommended

WorkKeys®

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