Job Details

A not-for-profit financial institution is seeking an Investment Representative in Napa, California, to assist Members through virtual channels. This role involves assessing financial needs, developing investment strategies, and providing exceptional service. The ideal candidate will possess basic investment knowledge, strong communication skills, and a background in the financial industry. This position offers a competitive hourly wage and an array of benefits, including health insurance and a 401(k) plan.J-18808-Ljbffr