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    DE

    Del Norte Credit Union

    Glory Summer Interns (Production, Logistics/and or Quality)-WATERTOWN, WI

    Watertown, United StatesHybridFull-timePosted 3mo ago
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    Job description

    Important Application Instructions: 

    This position is being managed through an external application process. To be considered, applicants must submit their application using the external link provided below. Applications submitted directly through this posting will not be accepted.

    External Application Link:  Financial Professional

    About the role: 

    As a Financial Professional with Osaic, you will provide clients with tailored financial solutions, including investment, insurance, and advisory services. You’ll build and maintain client relationships while delivering guidance aligned with regulatory standards and firm-approved offerings.

    Key Responsibilities:

    • Recommend and sell Osaic-approved investment and insurance products
    • Deliver required disclosures and ensure compliance with all regulatory standards (SEC, FINRA, etc.)
    • Educate clients on financial products, strategies, and market conditions
    • Build long-term client relationships through ongoing advisory support
    • Maintain accurate records and follow firm policies and procedures
    • Stay current with continuing education and licensing requirements

    Job details are sourced from the employer's original posting.

    Open job posting
    DE

    About the company

    Del Norte Credit Union

    This company's name is a UUID, and no further information is available to determine its description.

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