Wealth Advisor: Personalized Financial Planning Pro

Mountain America Credit Union; Glendale (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Mountain America Credit Union is seeking a Wealth Management professional to collaborate with branches and a broker dealer to deliver comprehensive guidance and solutions to members. You will build long-term relationships, develop plans, and drive growth in a fiduciary capacity.

The role emphasizes education, personalized financial advice, compliance, and ongoing development to stay ahead of industry trends.

Qualifications

• Experience minimum of 3 years in wealth management or related field.
• Bachelor’s degree or enrollment in accredited program; or 3 years in related field.
• Licenses: SIE, Life Insurance, Series 7, Series 63 & 65 (or 66 in place).
• Advanced MS Office Suite and Outlook; ability to learn role-specific software.
• No managerial responsibilities; role focuses on client-facing advises.
• Strong ability to communicate, coach, and meet sales goals.
• Licenses and certificates such as MBA, CFP, CHLC/CHFC preferred.

Responsibilities

• Engage members and deepen relationships through education and reviews.
• Develop comprehensive financial plans aligned with member goals.
• Identify cross-sell opportunities and refer to branches and partners.
• Maintain compliance and accurate records per broker-dealer rules.
• Grow the wealth management program through ongoing learning and development.

Skills

Client relationships

Sales achievements

Communication

Financial guidance

Time management

Education

Bachelor’s degree

MBA

CFP

Series 7

SIE

Tools

MS Office

Outlook

CRM systems

Job description

Mountain America Credit Union is seeking a Wealth Management professional to collaborate with branches and a broker dealer to deliver comprehensive guidance and solutions to members. You will build long-term relationships, develop plans, and drive growth in a fiduciary capacity.

The role emphasizes education, personalized financial advice, compliance, and ongoing development to stay ahead of industry trends.