Top Tech Jobs & Startup Jobs

Seeking a Sales Assistant to provide member service and sales support for the Investment & Insurance Services group at Patelco Credit Union in Sacramento, CA. Responsibilities include coordinating with Financial Advisors, conducting research on client information, preparing documents, scheduling appointments, and fostering client relationships.

Seeking a Financial Advisor to meet with and profile credit union members to determine appropriate financial products for long-term goals. Provide advice on retirement planning, college funding, and investing for financial health. Develop relationships, stay current on investment products, and ensure compliance with regulatory requirements. Bachelor's degree and 5 years of investment sales experience required.

As a Financial Advisor, you will provide investment services, develop personalized strategies for clients, and conduct regular reviews of investment plans. You'll stay updated on market conditions, work with credit union professionals to enhance service offerings, and engage with the community to attract new clients.