Wealth Advisor: Retirement & Investment Planning

Wescom Credit Union WeCare Foundation; Pasadena (CA); Hybrid; USD 70,304 - 115,000; Full time

Job summary

Wescom Credit Union WeCare Foundation seeks a Financial Advisor in Pasadena to meet with members and provide tailored financial guidance. The role involves developing long-term financial plans, advising on investments, and ensuring members' financial health.

This position requires a Bachelor’s Degree and at least 5 years of investment sales experience. Proficiency in Microsoft applications and relevant FINRA certifications are mandatory. Join a supportive team in a hybrid-friendly environment.

Qualifications

• Bachelor’s Degree and a minimum of 5 years investment sales experience.
• Proficient in Microsoft Applications (Word, Excel, Power Point, Outlook).
• Required FINRA Series 7, 65 or 66, and California Department of Insurance Life and Disability.

Responsibilities

• Meet with and profile credit union members for long-term financial planning.
• Provide advice on retirement planning, college funding, and long-term investing.
• Develop financial plans and maintain long-term relationships based on trust.

Job description

Wescom Credit Union WeCare Foundation seeks a Financial Advisor in Pasadena to meet with members and provide tailored financial guidance. The role involves developing long-term financial plans, advising on investments, and ensuring members' financial health.

This position requires a Bachelor’s Degree and at least 5 years of investment sales experience. Proficiency in Microsoft applications and relevant FINRA certifications are mandatory. Join a supportive team in a hybrid-friendly environment.