Shell Wealth Services Advisor

Job description

Job DetailsJob Location: Fairmont - Pasadena, TX 77505Position Type: Full TimeJob Shift: Must Be Flexible & SaturdaysJob Category: BankingShift Hours: Monday - Friday : 9:00 AM - 5:00 pm A Financial Advisor with Shell Wealth Services shapes our community and members’ financial futures for each stage in their life through enhanced relationships, technology and a strong and supportive partnership with Shell Federal Credit Union and our credit union’s broker/dealer. Essential Job Duties and Responsibilities: Consistently meet all Game Changer Commitments and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to attend annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU procedures, philosophy and standards of performance. Maintain all appropriate FINRA/other licenses and requirements up to date and complete all required compliance training as assigned. Follow high standards of business and professional ethics and legal and regulatory requirements when...