Hybrid Wealth Advisor: Grow Client Portfolios

Credit Union of Southern California; Fullerton (CA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Great health benefits

Culture like no other

Job summary

Credit Union of Southern California in Fullerton, CA, seeks a Financial Advisor for the Wealth Management team, partnered with LPL Financial. The role services existing clients while expanding the member base, with a hybrid schedule and on-site support at local branches.

The position emphasizes a strong referral system, compliance with CARE 4 guidelines, and driving growth through comprehensive financial planning.

Qualifications

• FINRA licenses (7/66/63 & 65) or other insurance licenses as applicable.
• 3+ years in business development and client-facing sales in financial services.
• Experience with CRM systems and financial planning tools.
• Valid CA driver's license with reliable transportation.
• Bachelor's degree in Finance or related field preferred.

Responsibilities

• Service an existing book of business and grow the client base.
• Build client solutions through comprehensive financial planning.
• Leverage LPL tools and the credit union referral network to grow/assets.
• Assess client needs and recommend appropriate financial products.
• Monitor portfolios and refresh assessments over time.
• Work with a hybrid schedule and maintain compliance with CARE 4 standards.

Skills

MS Office

Communication skills

Relationship building

Project management

Analytical thinking

Time management

Education

Bachelor's degree in Finance

Tools

CRM software

LPL Financial platform

Job description

Credit Union of Southern California in Fullerton, CA, seeks a Financial Advisor for the Wealth Management team, partnered with LPL Financial. The role services existing clients while expanding the member base, with a hybrid schedule and on-site support at local branches.

The position emphasizes a strong referral system, compliance with CARE 4 guidelines, and driving growth through comprehensive financial planning.