Personal Financial Advisor

Job Details

About Wellby Financial

We were founded more than 60 years ago with the mission of supporting those who put the first person on the moon. As we’ve grown over the years, our purpose of helping members reach their dreams is still the heart of who we are. We are passionate about excellence and set ambitious goals to land among the stars.   Our member’s financial well-being is at the center of all that we do. As we set out to serve a new generation of dreamers, our mission is to empower them with the tools and services they need to succeed. We know that to achieve greater equity and inclusion for our members, communities, and our team, our diversity is our strength, which is why we embrace different perspectives and experiences. Our shared purpose is to help people prosper. We win when our members win, and their experience can be no greater than our team-member experience. We work with integrity and a conviction to do the right thing, creating stronger communities where we work, live, and play. Together we thrive. Wellby is proud to be ranked one of America's Best Credit Unions by Newsweek and the Best Overall Among Banks and Credit Unions in Texas by Money.com. Additionally, Wellby is a USA TODAY and Houston Chronicle Top Workplace and additionally received a Culture Excellence Award for Employee Appreciation. Federally Insured by the NCUA. Equal Housing Lender.