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Job description
SAFE Credit Union in California seeks an experienced leader to coach and train SFS Wealth Advisors, Financial Advisors, and staff to achieve growth through exceptional service and referral-based sales.
The role supports branch leaders and emphasizes wealth management awareness, regulatory compliance, and effective use of program technology. Strong leadership and relationship-building are essential.
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Worksite address
folsom, CA, 95630, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.