CommunityAmerica Credit Union · 9 hours ago
Wealth Advisor
Torrance, CA
Full-time
Hybrid
Mid Level
$70K/yr - $110K/yrCommunityAmerica Federal Credit Union is a 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 investment strategies.
BankingFinancial ServicesMobile Payments
Hiring Manager
Heather Keller
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
Qualification
Required
Experience in financial planning and investment strategies
Ability to build trusted relationships with members
Understanding of financial goals, values, and life stages of clients
Capability to develop comprehensive financial plans including retirement, investment, insurance, and legacy strategies
Skill in providing personalized investment recommendations aligned with members' objectives and risk tolerance
Experience in proactive outreach and relationship management
Ability to partner with internal teams to deliver a seamless member experience
Company
CommunityAmerica Credit Union
CommunityAmerica Credit Union provides financial services and products like mobile banking, insurance and loans to individuals & businesses.
Founded in 1940
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Ginter
Chief Executive Officer
Recent News
CommunityAmerica Credit Union
2025-11-08
Seattle TechFlash
2025-09-23
2025-09-16
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