1 vp director of user experience design jobs found in Sebastopol, CA

Redwood Credit Union Redwood Credit Union is looking for an Associate Financial Advisor who will be responsible for providing investment, retirement, annuity, advisory and educational investment planning, and advice to Members in an assigned region. Execute transactions for investment products, as licensed, to match Members' needs. Serve in partnership with an assigned mentoring Financial Advisor to increase territory coverage resulting in improved service and productivity for Branches served and overall program. Conduct regularly scheduled reviews with assigned clients to monitor progress toward client's financial goals. Key Responsibilities Service: o Provide exceptional customer service to all Member-clients. o Follow up with Members referred to Wealth Management Department by Branch and Member Service Center to schedule investment-needs meeting. o Provide regularly scheduled investment portfolio reviews. o Handle routine customer inquiries; effectively work with...