5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/independent/bank/RIA environments, CFP/CFA preferred, bachelor's degree preferred.
REV Federal Credit Union: Offers personalized banking and financial services to credit union members.
1+ YOEHigh school diploma or equivalent; minimum 1 year banking or customer-facing financial services experience; accuracy with transactions; knowledge of account opening and servicing; compliance with BSA/OFAC; strong communication and digital tool proficiency.