About this role
Licensed Financial Advisor Assistant at Peak Credit Union. Location: Eugene, Oregon, United States. Role: Interact clients, Manage accounts, Document records Requirements: 5+ years in securities/financial services support; Series 7/66 or 65/63; Insurance License. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Securities Trading Platforms, Microsoft Office Certifications: series 7, series 66, series 65, series 63, insurance Commitment: Full Time Workplace: Onsite Languages: English