Financial Advisor
Company: Priority Financial Group
Location: Riverside
Posted on: March 14, 2023
Job Description:
"> -
- Maintain and document, via Salesforce, regular client annual
review meetings to enhance client relationships and to identify
additional sales opportunities i.e.: Insurance, Estate Planning,
and Financial Planning. -
- Utilize all technology and fact-finding profile forms as
required for compliance review including Salesforce. -
- Perform all related job duties and office operations in
accordance to established Credit Union and broker dealer policies
and procedures. - -
- Follow credit union policies for compliance with all laws and
regulations, specifically, but not limited to, the Bank Secrecy
Act, Security Policies and Confidentiality Policies. -
- Adhere to company policy and procedure, complete annual
compliance training, comply with business continuity and vendor
management policy.--- These are crucial to the success of the
organization and have regulatory compliance and/or safety and
soundness for the sustainability of the credit union. -
Keywords: Priority Financial Group, Riverside , Financial Advisor, Accounting, Auditing , Riverside, California
Didn't find what you're looking for? Search again!
Loading more jobs...
