Wealth Advisor – SoCal with Uncapped Earnings & Growth

CommunityAmerica Credit Union; Ventura (CA); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Professional development

Job summary

CommunityAmerica Federal Credit Union in Southern California seeks an experienced Wealth Advisor to partner with members on comprehensive financial planning, investment management, retirement planning, and insurance strategies.

You will leverage an independent advisor mindset with the backing of a full-service wealth management organization, including broker-dealer and RIA platforms, to grow a book of business and deliver tailored solutions.

Qualifications

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

Responsibilities

• Build trusted relationships with members by understanding financial goals, values, and life stages.
• Develop comprehensive financial plans including retirement, investments, insurance, and legacy strategies.
• Provide personalized investment recommendations aligned with members' objectives and risk tolerance.
• Grow and manage a book of business through referrals and ongoing relationship management.
• Ensure compliance with applicable laws and credit union policies.

Skills

Financial planning

Investment guidance

Relationship management

FINRA licensing

Bank/Credit union experience

Education

Bachelor’s degree

Tools

CRM systems

Financial planning software

Job description

CommunityAmerica Federal Credit Union in Southern California seeks an experienced Wealth Advisor to partner with members on comprehensive financial planning, investment management, retirement planning, and insurance strategies.

You will leverage an independent advisor mindset with the backing of a full-service wealth management organization, including broker-dealer and RIA platforms, to grow a book of business and deliver tailored solutions.