Financial Advisor & Wealth Planner

Wescom Financial; Pasadena (CA); Hybrid; USD 70,304 - 115,000; Full time

Job summary

Wescom Financial in Pasadena, CA is looking for a Financial Advisor to meet and profile credit union members, providing guidance on retirement planning and investment services. The ideal candidate has a Bachelor's degree and a minimum of 5 years of investment sales experience. This role requires strong relationship-building skills and proficiency in Microsoft Office applications, along with necessary FINRA certifications.

The advisor will train branch staff, follow regulatory requirements, and develop solid financial plans for members while maintaining compliance with all legal standards.

Qualifications

• Minimum of 5 years of investment sales experience.
• Required FINRA Series 7, 65 or 66, and California Department of Insurance Life and Disability.
• Proficient in Microsoft Office applications.

Responsibilities

• Identify and evaluate member needs for investment services.
• Develop and maintain long-term relationships with members.
• Stay current on investment products and services offered by WFS.
• Work closely with RMSR’s/ MSRIII’s to enhance product knowledge.

Skills

Investment sales

Financial planning

Customer relationship management

Regulatory compliance

Microsoft Applications

Education

Bachelor’s Degree

Job description

Wescom Financial in Pasadena, CA is looking for a Financial Advisor to meet and profile credit union members, providing guidance on retirement planning and investment services. The ideal candidate has a Bachelor's degree and a minimum of 5 years of investment sales experience. This role requires strong relationship-building skills and proficiency in Microsoft Office applications, along with necessary FINRA certifications.

The advisor will train branch staff, follow regulatory requirements, and develop solid financial plans for members while maintaining compliance with all legal standards.