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Financial Advisor
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Full-time
- Verity has been a local member-owned credit union since 1933.
- The Financial Advisor serves as registered investment representative for North Seattle region for CUSO Financial Services, LP (CFS) at Verity Credit Union covering branches in assigned territory.
- Assist in the organization of Verity Credit Union Investment and Retirement Services’ seminars and other marketing related activities including, overseeing seminar registration, ordering seminar supplies and materials, setting up event space, greeting attendees, and maintaining referral program.
- Demonstrate leadership skills and uphold Verity Credit Union’s mission statement, corporate values, service promises, and exceptional customer service standards.
- Adapt to change to accomplish Verity Credit Union’s goals and objectives.
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