Wealth Management Program Manager
Fortera Credit Union
- Salary
- $133k - $165k
- Experience
- 5+ yrs
- Location
- Clarksville, Tennessee, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- financial planning software
About the role
Bachelor's degree in Finance, Business or related field required; 5+ years as Financial Advisor or equivalent combination; FINRA licenses in good standing; state life and health insurance license required or obtainable within 12 months; CFP, CFA, or ChFC preferred; supervisory experience preferred.
About Fortera Credit Union
Member-owned, not-for-profit financial cooperative providing banking, lending, mortgage, and wealth-management services.
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