Wealth Advisor: Long-Term Financial Planning

Wescom Central Credit Union; Salinas (CA); Hybrid; USD 70,304 - 115,000; Full time

Job summary

Wescom Central Credit Union is seeking an experienced Investment Services professional in California to profile members and determine suitable products for long-term financial goals. You will advise on retirement planning, college funding, and long-term investing while supporting branch staff with referrals and sales goals.

The role requires FINRA licenses and California Life/Disability registrations, with a focus on regulatory compliance and client relationship management.

Qualifications

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

Responsibilities

• Identify and evaluate member needs for investment services and develop financial plans.
• Develop long-term relationships with members and stay current on investment products.
• Provide training to branch staff to identify qualified referrals and support business plans.

Skills

Investment planning

Relationship building

Regulatory compliance

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Wescom Central Credit Union is seeking an experienced Investment Services professional in California to profile members and determine suitable products for long-term financial goals. You will advise on retirement planning, college funding, and long-term investing while supporting branch staff with referrals and sales goals.

The role requires FINRA licenses and California Life/Disability registrations, with a focus on regulatory compliance and client relationship management.