Senior Financial Advisor — Retirement & Investment Planning

Wescom Financial Services, LLC; California; On-site; USD 70,304 - 115,000; Full time

Benefits offered by this job

Remote and hybrid work options

401(k) Plan with employer matching

Paid time off

Job summary

Wescom Financial Services, LLC in Marina, CA is seeking a Financial Advisor to meet with members, assess needs, and recommend long-term investment strategies including retirement planning and college funding. You will guide members toward appropriate products to achieve their financial goals.

You will also train branch staff on referrals and collaborate with management to develop plans that support investment objectives while staying compliant with FINRA, SEC and California insurance rules.

Qualifications

• Bachelor’s Degree required and minimum five years of investment sales experience.
• Ability to analyze member needs and design financial plans aligned with long-term goals.
• Strong knowledge of retirement planning and college funding strategies.
• Commitment to FINRA/SEC and California Department of Insurance guidelines.

Responsibilities

• Identify and profile member needs to determine suitable investment products.
• Develop long-term relationships with members based on trust and outcomes.
• Provide training to branch staff to improve referrals and product knowledge.
• Collaborate with branch management to support investment goals and business plans.

Skills

Investment advisory

Retirement planning

Client relationship management

Regulatory compliance

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Wescom Financial Services, LLC in Marina, CA is seeking a Financial Advisor to meet with members, assess needs, and recommend long-term investment strategies including retirement planning and college funding. You will guide members toward appropriate products to achieve their financial goals.

You will also train branch staff on referrals and collaborate with management to develop plans that support investment objectives while staying compliant with FINRA, SEC and California insurance rules.