Hybrid Wealth Advisor — Grow Your Client Base

CU SoCal; Fullerton (CA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

CU SoCal is seeking a Financial Advisor to join its Wealth Management team in Fullerton, CA. You will service an existing client book while expanding your base, working in a hybrid environment with on-site support at local branches to serve members.

Base pay is $70,304 annually plus commission; strong performers can earn significantly more. A focus on relationship building, financial planning, and cross-team collaboration is essential.

Qualifications

• High School Diploma or equivalent.
• FINRA Series 7, 66 or 63&65 in lieu of 66 and/or other insurance licenses.
• 3+ years of business development and client-facing sales in financial services/banking.

Responsibilities

• Service an existing book of business and grow new client base.
• Develop client solutions through comprehensive financial planning.
• Grow business with LPL tools and CU SoCal referral network.
• Maintain portfolios and provide ongoing recommendations.

Skills

MS Office

Communication

Relationship building

Project management

Self-motivated

Multitasking

Education

High School Diploma

Bachelors in Finance/Business (Preferred)

Tools

CRM software

MS Office (Excel, Word)

Job description

CU SoCal is seeking a Financial Advisor to join its Wealth Management team in Fullerton, CA. You will service an existing client book while expanding your base, working in a hybrid environment with on-site support at local branches to serve members.

Base pay is $70,304 annually plus commission; strong performers can earn significantly more. A focus on relationship building, financial planning, and cross-team collaboration is essential.