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CF
Clearview Federal Credit Union
Financial Experience Advisor- Mckeesport
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Pennsylvania data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$107,549 / year median in Pennsylvania
+4% projected growth
Job Description
Your Mission Be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller job, it's a career that makes a difference. What You'll Do Educate members on Clearview's products & services Solve financial needs with smart, tailored solutions Build strong relationships, in person and by phone Assist with accounts, loans, transactions, and digital tools Represent Clearview at community and charity events What You Bring High school diploma or equivalent 6+ months of customer service or financial experience Great communication & relationship-building skills Knowledge of financial products and lending a plus Quick learner, detail-oriented, open availability Driven by empathy, integrity, and growth Why Join Us At Clearview, we're all about people helping people. You'll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day. Starting Pay Rate $20 per hour
Working Hours:
Scheduled during the following hours of operation: MondayThursday:
9am- 5pm, Friday 9am
- 6pm,
Saturday:
9am- 2pm Apply today and start making lives better, one member at a time.