About this role
Financial Advisor at A+ Federal Credit Union. Location: Georgetown, Texas, United States. Role: identify needs, draft plan, conduct workshops Requirements: Requires high school diploma; bachelor's degree preferred; active Series 6 (Series 7 preferred), 63/65 licenses; Texas Life, Accident & Health licenses; clean U-4; two years of financial services sales experience; CFP preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Financial planning software Certifications: series 6, series 7, series 63/65, life and health insurances Commitment: Full Time Workplace: Onsite Languages: English