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Financial Advisor I / Financial Advisor II @ Kirtland Credit Union

Albuquerque, New Mexico, United StatesOnsiteFull Time
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About this role

Financial Advisor I / Financial Advisor II at Kirtland Credit Union. Location: Albuquerque, New Mexico, United States. Role: serving members, conducting analysis, selling products Requirements: 1+ year financial or client-facing experience; life/health insurance license and FINRA registration (Series 7,63,65/66) required; bachelor’s in finance/business preferred; strong sales, communication, and MS Office skills. Category: Finance Seniority: Entry Level Tools: Microsoft Office Certifications: life/health insurance, series 7, series 63, series 65, series 66, cfp, chfc, clu, crpc Commitment: Full Time Workplace: Onsite Languages: English

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