Wealth Management Specialist: Mutual Funds & Planning (Lorette)

Wealth Management Specialist: Mutual Funds & Planning (Lorette)

09 Sep
|
Access Credit Union
|
Lorette

09 Sep

Access Credit Union

Lorette

Access Credit Union is looking for an Investment Specialist I to manage and grow wealth management portfolios, focusing on mutual funds and basic planning services for members. The role emphasizes servicing existing investors and referring larger accounts to experienced advisors. Ideal candidates will hold required licenses (IFC/CSC) and be able to license in good standing, with robust communication and relationship-building skills to support credit union growth.

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📌 Wealth Management Specialist: Mutual Funds & Planning (Lorette)
🏢 Access Credit Union
📍 Lorette

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