Financial Advisor
4 weeks ago
We are seeking a skilled Financial Advisor to join our team at Wescom Financial Services, LLC. As a Financial Advisor, you will be responsible for meeting with and profiling credit union members to determine their financial goals and provide advice on retirement planning, college funding, and long-term investing.
Key Responsibilities:
- Meet with credit union members to determine their financial goals and provide advice on investment products and services.
- Develop financial plans to help members achieve their long-term financial goals.
- Stay current on investment products and services offered by Wescom Financial Services, LLC.
- Follow all regulatory requirements set forth by FINRA, SEC, and California Department of Insurance.
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 registrations.
- Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application today.
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