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As a Platform Service Support, you will provide technical and customer service support for financial professionals, manage user access, troubleshoot issues, and analyze data. Responsibilities include system testing, maintaining user data, and reporting statistics to management. You will also assist with help desk projects and develop user manuals.

As a Financial Advisor, you will identify and assess customer needs for financial services, develop investment strategies, provide regular reviews of client accounts, and conduct workshops to attract new clients for investment services.

The Financial Consultant Assistant will provide administrative and comprehensive support to a Financial Consultant, including processing account-related documents, assisting clients with inquiries, promoting financial services, and covering the office in the consultant's absence.

As a Financial Advisor at CUSO Financial Services, you will leverage warm leads and the credit union's member base to build your financial advising business. You'll provide tailored investment solutions, drawing from your expertise in the financial services industry, while collaborating with branch staff to cultivate client relationships.

The Associate Financial Advisor at University Federal Credit Union in the Galveston, League City, and Houston TX areas is responsible for providing financial and retirement planning services to members, non-members, and employees. They offer investment advice, recommend financial solutions, and communicate information about investment products and services. The role involves driving member growth, expanding relationships, analyzing financial information, and maintaining employee relationships through branch trainings and coaching. The position also requires a commitment to professional development and ethical conduct.

As a Financial Advisor, you will provide investment services, develop personalized strategies for clients, and conduct regular reviews of investment plans. You'll stay updated on market conditions, work with credit union professionals to enhance service offerings, and engage with the community to attract new clients.

The Financial Advisor at STCU provides retirement and investment services by assessing the financial objectives of clients, developing personalized investment strategies, and maintaining long-term relationships. This role requires working closely with clients to help them achieve their financial goals while meeting production and service targets.