Wealth Advisor - SoCal Growth & Impact

CommunityAmerica Federal Credit Union; Ventura (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Professional development support

Job summary

CommunityAmerica Federal Credit Union in Southern California seeks an experienced Wealth Advisor to help members achieve long-term financial success through personalized planning, investment management, retirement planning, and insurance strategies. You will build trusted relationships and leverage a full-service wealth management platform.

You will collaborate with internal teams to deliver holistic member experiences, grow a book of business, and meet production goals.

Qualifications

• Bachelor's degree required.
• Experience developing and managing client relationships in wealth management.
• Ability to provide comprehensive financial planning and investment guidance.

Responsibilities

• Build trusted relationships with members and understand their goals.
• Develop financial plans including retirement, investments, and insurance strategies.
• Provide personalized investment recommendations aligned with risk tolerance.
• Grow and manage a book of business through referrals and outreach.
• Ensure compliance with applicable regulations.

Skills

Client relationships

Financial planning

Investment guidance

Relationship management

Education

Bachelor's degree

Job description

CommunityAmerica Federal Credit Union in Southern California seeks an experienced Wealth Advisor to help members achieve long-term financial success through personalized planning, investment management, retirement planning, and insurance strategies. You will build trusted relationships and leverage a full-service wealth management platform.

You will collaborate with internal teams to deliver holistic member experiences, grow a book of business, and meet production goals.