Wealth Advisor

Job description

Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner. Job Summary: As a member of Mountain America’s wealth management team, you will collaborate with MACU branches and with a third-party broker dealer to provide comprehensive wealth management solutions to our members. This role is pivotal in delivering personalized financial guidance, enhancing member relationships, and assisting them with defining and achieving their financial dreams. Job Description: LOCATION: Meridian Ten Mile Rd Branch: 6161 North Ten Mile Road Meridian, ID 83642: *This team member will support nearby branches as well. SCHEDULE: Monday-Friday 9:00am-6:00pm: The Wealth Advisor I role partners with a more seasoned advisor to assist in providing exceptional experiences to credit union member by showing proficiency in the following areas: - Assist with data entry, acc...