Financial Consultant Job in Pleasanton 94588, California Us
Patelco Credit Union is currently seeking a Financial Consultant to be based in our Pleasanton branch.
The Financial Consultant will build member relationships and will provide full-service financial planning and investment services to clients.
You will be responsible for offering financial products and services to members by supporting and promoting full service investment options. You will also seek referrals while interacting with credit union staff.
Qualified candidate will have:
•Minimum of 5 years experience in sales of investment products (ideally in a bank or credit union environment)
•Series 7, 63, and state insurance licenses required, Series 66 preferred
•BA/BS or equivalent job experience
We are proud to be an EEO/AA employer M/F/D/V.
Visit our website at www.patelco.org/careers