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CommunityAmerica Credit Union · 1 day ago

Wealth Advisor- Torrance, CA

Torrance, CA

Full-time

Onsite

Entry, Mid Level

$70K/yr - $110K/yr

2+ years exp

CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union committed to improving the financial well-being of its members. They are seeking a dynamic and member-focused Wealth Advisor to help members achieve long-term financial success through personalized financial planning and thoughtful investment strategies.

BankingFinancial ServicesMobile Payments

Comp. & Benefits

Responsibilities

Build trusted relationships with members by understanding their financial goals, values, and life stages

Develop comprehensive financial plans, including retirement, investment, insurance, and legacy strategies

Provide personalized investment recommendations aligned with members’ objectives and risk tolerance

Partner with internal credit union teams to deliver a seamless, holistic member experience

Grow and manage a book of business through proactive outreach, referrals, and ongoing relationship management

Analyze investment strategies and make recommendations to members

Achieve sales/production goals to ensure revenue projections are met

Stay abreast of the investment tools and services available that can maximize performance

Ensure business activities and investment recommendations comply with rules and regulations

Make outbound calls to members from various lead lists

Generate referrals from credit union employees

Attend credit union functions and other community meetings as necessary

Promote honest and open communication throughout the credit union

Demonstrate behaviors consistent with the credit union’s values, philosophies, and leadership characteristics

Work with other credit union departments to ensure the workflow or process provides the best service to the members

Qualification

Investment strategiesFinancial planningLife & Health InsuranceFINRA Series 7 & 66Client relationship managementSales skillsCommunication skillsTeam collaboration