Associate Financial Advisor

Security Service Federal Credit Union

San Antonio, TX

JOB DETAILS
SKILLS
Customer Relations, Customer Support/Service, Financial Planning, Financial Strategy
LOCATION
San Antonio, TX
POSTED
30+ days ago

The Associate Advisor supports the creation, execution, and monitoring of clients financial strategy through direct client interaction, paperwork processing, and behind-the-scenes coordination with other team members to deliver a premium client service. This position requires knowledge of the core tenets of financial planning, experience in a planning support role, and the ability to interact with clients at a high-level.

The Associate Advisor demonstrates grace under pressure, a positive attitude, and the ability to handle a heavy workload.

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About the Company

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Security Service Federal Credit Union