Entry-Level Wealth Associate: Launch Your Financial CareerInnovation Federal Credit Union • Swift Current, Swift Current, CA
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Entry-Level Wealth Associate : Launch Your Financial Career
Innovation Federal Credit Union • Swift Current, Swift Current, CA
Il y a 3 jours
Type de contrat
- Temps plein
Description de poste
A community-focused credit union in Swift Current seeks a Wealth Associate to assist Wealth Advisors and enhance member relationships. You'll be responsible for preparing client files, supporting decision-making, and ensuring excellent service standards. The ideal candidate has a Grade 12 diploma and some experience in financial services, coupled with a detail-oriented approach. This entry-level role offers the chance to grow in the wealth industry, with a focus on community engagement and professional development.
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EntryLevel Wealth Associate Launch Your Financial Career • Swift Current, Swift Current, CA
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