Financial Advisor

Provident Credit Union is currently searching for a Financial Consultant to join our Investments Insurance division. Job Purpose:Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.Duties:* Develops relationship plans by evaluating clients’ financial situation, objectives, requirements, and preferences; recommending and selecting service options; obtaining acceptance.* Provides financial services by serving as primary point of contact for clients; coordinating development Read more […]

April 10, 2009 • Tags: , , • Posted in: General • Comments Off on Financial Advisor