Hybrid Financial Solutions Advisor (Investments & Lending)
Beem Credit Union
Beem Credit Union is seeking a Financial Solutions Specialist at the Willoughby Branch to provide advanced, licensed investment advice and multi-goal strategies within a holistic member experience.
You will collaborate with investment and credit partners, document assessments in CRM, and mentor team members while expanding advisory services across retirement, education savings, and complex lending. #J-18808-Ljbffr
Reference: WJ-291_11300489