Idaho Central Credit Union (ICCU)·BFSI·10 days ago
10 days ago
Wealth Advisor II/III
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What you'll do
- Provide individualized, highly strategic investment consulting to members of ICCU
- Develop ongoing financial planning with member focus to help accomplish their goals
- Partner with a skilled team on credit and other financial services to offer a full array of solutions to members and prospects
- Provide opportunity for expanded responsibilities supporting members with more complex financial needs in partnership with other internal teams
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Provide individualized, highly strategic investment consulting to members of ICCU. Develop ongoing financial planning with member focus to help accomplish their goals. Partner with a skilled team on credit and other financial services to offer a full array of solutions to members and prospects. This role may also provide opportunity for expanded responsibilities supporting members with more complex financial needs in partnership with other internal teams.
BFSI
Company
Idaho Central Credit Union (ICCU)BFSI
Meridian, United States of America
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