Financial Advisor - Retirement & Investment Planning

Wescom Central Credit Union; California (MO); On-site; USD 70,304 - 115,000; Full time

Job summary

Wescom Central Credit Union seeks an Investment Services Advisor to meet with members, profile long-term financial goals, and provide retirement planning, college funding, and investment guidance.

The role emphasizes building trusted relationships and delivering suitable recommendations aligned with members' needs. A Bachelor's degree with 5 years of investment sales experience is required, along with FINRA licenses and a proficiency in Microsoft Office.

Qualifications

• Bachelor's Degree and a minimum of 5 years investment sales experience.
• FINRA Series 7, 65 or 66, and California Life/Disability required.
• Proficiency in Microsoft Office applications.

Responsibilities

• Identify and evaluate member needs for investment services and develop financial plans.
• Develop and maintain long-term relationships with members and support branch goals.
• Follow FINRA, SEC, and California Department of Insurance regulations.

Skills

Relationship building

Financial planning

Sales referrals

Regulatory knowledge

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Wescom Central Credit Union seeks an Investment Services Advisor to meet with members, profile long-term financial goals, and provide retirement planning, college funding, and investment guidance.

The role emphasizes building trusted relationships and delivering suitable recommendations aligned with members' needs. A Bachelor's degree with 5 years of investment sales experience is required, along with FINRA licenses and a proficiency in Microsoft Office.