Financial Services Professional

5 days ago


Riverside, California, United States Atria Wealth Solutions Full time
Job Title: Financial Advisor

We are seeking a highly skilled and experienced Financial Advisor to join our team at Wescom Financial Services, LLC. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their long-term financial goals.

Key Responsibilities:
  • Meet with and profile credit union members to determine their financial needs and goals.
  • Provide personalized financial advice and guidance on retirement planning, college funding, and long-term investing.
  • Develop and maintain long-term relationships with members based on trust and respect.
  • Stay current on investment products and services offered by WFS and follow all regulatory requirements.
  • Work closely with branch management to develop business plans that support the investment goals of the branches.
Requirements:
  • Bachelor's Degree and a minimum of 5 years investment sales experience.
  • FINRA Series 7, 63, and 65 or 66, and California Department of Insurance Life and Disability licenses.
  • Proficient in Microsoft Applications (Word, Excel, PowerPoint, Outlook).
Work Environment:

The work environment is moderately quiet, and it is a non-smoking environment. The employee must be able to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl, talk or hear, and taste or smell. The employee must occasionally lift and/or move up to 10 pounds.

This job description is representative of minimum levels of knowledge, skills, and abilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.



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