Remote Financial Advisor & Investment Planner

Wescom Financial; California (MO); Hybrid; USD 70,304 - 115,000; Full time

Job summary

Wescom Financial in the United States seeks an experienced investment services professional to meet with credit union members, profile needs, and propose suitable long-term financial products for retirement planning, college funding, and investing.

You will train branch staff, develop business plans to support investment goals, maintain knowledge of Wescom Financial Services, and comply with FINRA, SEC and state insurance regulations while helping meet referral and production targets.

Qualifications

• Bachelor’s Degree and a minimum of 5 years investment sales experience.
• FINRA Series 7, 65 or 66 and California Department of Insurance Life and Disability required.

Responsibilities

• Identify and evaluate member needs for investment services and develop financial plans.
• Develop and maintain long-term relationships with members and stay current on Wescom offerings.
• Provide training to branch staff to improve referrals and product knowledge.
• Collaborate with RMSR/MSRIII and management to meet monthly referral and production goals.
• Adhere to FINRA, SEC and California insurance regulations.

Skills

Investment sales

Relationship building

Regulatory compliance

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Wescom Financial in the United States seeks an experienced investment services professional to meet with credit union members, profile needs, and propose suitable long-term financial products for retirement planning, college funding, and investing.

You will train branch staff, develop business plans to support investment goals, maintain knowledge of Wescom Financial Services, and comply with FINRA, SEC and state insurance regulations while helping meet referral and production targets.