Tower Federal Credit Union in Laurel, MD is seeking a Wealth Advisor II to manage relationships for a designated member base, delivering unbiased financial planning and investment guidance across all product lines.
Responsibilities include needs-based consultations, presenting financial solutions, and maintaining regulatory licensing. This role emphasizes cross-selling and compliance within a member-focused credit union environment.
#J-18808-LjbffrWealth Advisor II: Strategic Client Relationships in ellicott city at Unknown Company
This position is listed as full time and onsite.