Remote Financial Advisor – Retirement & Investment Planning

Wescom Central Credit Union; National City (CA); On-site; USD 70,000 - 115,000; Full time

Job summary

Wescom Central Credit Union seeks an experienced investment services professional to assess member needs, develop financial plans, and provide long-term guidance for retirement and college funding. You will train branch staff, collaborate with management, and help meet referrals and production goals.

Requirements include a Bachelor's degree, 5+ years in investment sales, and FINRA Series 7/65/66 plus CA Life and Disability licenses.

Qualifications

• Bachelor's degree required.
• Minimum 5 years of investment sales experience preferred.
• FINRA Series 7, 65 or 66 and California Life & Disability licenses required.

Responsibilities

• Identify and evaluate member investment needs and goals.
• Develop financial plans and provide suitable recommendations.
• Provide training to branch staff on referrals and investment products.
• Collaborate with branch management to support investment goals and business plans.
• Stay current on investment products and regulatory requirements.

Skills

Financial planning

Customer relationship management

Regulatory compliance

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Wescom Central Credit Union seeks an experienced investment services professional to assess member needs, develop financial plans, and provide long-term guidance for retirement and college funding. You will train branch staff, collaborate with management, and help meet referrals and production goals.

Requirements include a Bachelor's degree, 5+ years in investment sales, and FINRA Series 7/65/66 plus CA Life and Disability licenses.