Description
Truliant Federal Credit Union is hiring a Financial Associate to support financial advisors and an assigned book of investment clients by handling client follow up, appointment coordination, financial proposal preparation, reviews, distributions, transfers, trade order placement, documentation, and compliance-driven service. The role focuses on building trusted client relationships, using CRM and office tools, and contributing to the investment program in a regulated financial services environment. It requires at least one year of financial services or banking experience, licensure/FINRA registrations within 90 days, strong organization and communication skills, and offers full-time employment with benefits.
