Associate Financial Advisor
JBA InternationalSebastopol, California, United States
Posted August 12, 2025
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Full Time
About the Company
Redwood Credit Union is a member-owned, not-for-profit financial cooperative.
Job Description
The Associate Financial Advisor will provide exceptional customer service, handle customer inquiries, and conduct investment portfolio reviews. They will also research and sell investment products, complete transactions, and maintain accurate client files.
Requirements
- Provide exceptional customer service
- Handle customer inquiries
- Conduct investment portfolio reviews
- Research and sell investment products
- Complete transactions
- Maintain accurate client files
Benefits
- Competitive salary
- Benefits package
- Opportunities for advancement