Wealth Advisor: Comprehensive Financial Planning & Investments

UNAVAILABLE; California (MO); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits package

Professional development support

Local market opportunities in SoCal

Job summary

CommunityAmerica Federal Credit Union is seeking an experienced Wealth Advisor to join the Southern California team. You will partner with members to craft long-term financial plans, combining investment management, retirement planning, and insurance strategies within a full-service wealth platform.

The role blends an entrepreneurial advisor feel with the resources and support of a credit union-backed wealth management group, offering growth opportunities in a dynamic market.

Qualifications

• Bachelor's degree required.
• Experience developing and managing client relationships within wealth management/brokerage/credit union.
• Ability to provide comprehensive financial planning and investment guidance.
• FINRA Series 7 & 66 required; Series 63/65 may be accepted in lieu of 66.
• Bank or credit union advisory experience preferred.

Responsibilities

• Build trusted relationships with members by understanding their financial goals and life stages.
• Develop comprehensive financial plans including retirement, investment, insurance, and legacy strategies.
• Provide personalized investment recommendations aligned with members' objectives and risk tolerance.
• Partner with internal teams to deliver a seamless member experience.
• Grow and manage a book of business through referrals and relationship management.
• Ensure compliance with investment rules and regulations while optimizing client outcomes.

Skills

Client relationships

Financial planning

Investment guidance

Regulatory compliance

Team collaboration

Education

Bachelor's degree

Tools

Brokerage platforms

Job description

CommunityAmerica Federal Credit Union is seeking an experienced Wealth Advisor to join the Southern California team. You will partner with members to craft long-term financial plans, combining investment management, retirement planning, and insurance strategies within a full-service wealth platform.

The role blends an entrepreneurial advisor feel with the resources and support of a credit union-backed wealth management group, offering growth opportunities in a dynamic market.