About this role
Wealth Advisor-Idaho Falls at Idaho Central Credit Union. Location: Idaho Falls, Idaho, United States. Role: advise clients, develop plans, manage relationships Requirements: Bachelor's degree; 3-6 years in financial/investment advisory; FINRA Series 7 plus 63/65 or 66; Idaho Life, Health and Disability Insurance licenses; strong relationship-building and regulatory compliance. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 63, finra series 65, finra series 66, life insurance, health insurance, disability insurance Commitment: Full Time Workplace: Onsite Languages: English