Wealth Management Advisor

2 weeks ago

Oxnard, California, United States CBC Federal Credit Union Full time
Job Title: Wealth Advisor I

Wealth Advisor I is a key role at CBC Federal Credit Union, responsible for helping members achieve their financial goals through financial education, counseling, and establishing good financial habits.

Key Responsibilities:
  • Meet with members to assess financial needs and develop sound recommendations to help them achieve their financial goals.
  • Recommend and open investment advisory accounts when appropriate.
  • Service investment advisory accounts, including periodic and annual reviews with the member and reassessing progress towards their financial goals.
  • Develop and execute business plans for increasing sales and service levels, including marketing and prospecting the credit union membership.
  • Conduct regular training of branch employees on investment and financial topics.
  • Conduct educational seminars related to financial planning topics.
  • Generate client prospects by attending local events, hosting seminars, joining networking groups, and utilizing online marketing venues.
Requirements:
  • High school diploma or equivalent required.
  • Minimum of one year previous experience working in a consultative role with clients as a Wealth Advisor or Financial Advisor.
  • FINRA Series 7 and Series 66, and State Life, Accident, and Health licenses or designations in good standing.
Preferred Credentials:
  • Certified Financial Planner (CFP), or
  • Chartered Financial Analyst (CFA), or
  • Chartered Financial Consultant (ChFC)
Work Environment:

Work area is a well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.

Work Schedule:

Workweek will be 40 hours to include some overtime as needed.

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