Wealth Management Advisor

2 weeks ago

San Diego, California, United States San Diego County Credit Union Full time
Position Overview:
We are in search of a skilled and knowledgeable financial advisor to become a part of our organization.

The successful candidate will deliver extensive financial guidance and strategies, concentrating on providing fee-based and appropriate investment options to our members.

Your proficiency will cater to a diverse member base, ranging from individuals beginning their savings journey to those with considerable assets, all while emphasizing superior member service to ensure outstanding experiences.

Essential Qualifications:

  • A bachelor's degree in a relevant discipline
  • Over 5 years of experience in financial advising
  • Possession of FINRA Series 7 and a combination of Series 63/65 or 66 licenses
  • Valid California life insurance license with the capacity to manage variable contracts
  • A clean CRD/U4 record

Preferred Qualifications:

  • CFP certification is advantageous.

Key Skills and Competencies:

  • Individuals who are service-oriented, prioritizing the member and end-user experience.
  • Team-oriented, demonstrating a willingness and proven ability to collaborate effectively with others.
  • Professional demeanor coupled with strong communication abilities.
  • Capacity to uphold and promote an ethical and compliant workplace.
Company Culture:

At our organization, we believe that a happy, healthy, and dedicated team is essential to being a leader in the industry, which we have cultivated through our unique culture.

We aim to assemble teams filled with positive, hardworking, energetic, and collaborative individuals who share a passion for their work and radiate their enthusiasm to provide exceptional service to our members and the community.

Employee Benefits:

As part of our team, you will enjoy competitive salaries, a motivating work environment, opportunities for growth, and a comprehensive benefits package. While specific benefits may vary based on tenure and employment status, most team members can anticipate:


  • A generous Paid Time Off policy that increases with service.
  • Mandatory five (5) days of Paid Time Off annually to promote rest and wellness.
  • Medical, Dental, and Vision insurance from a selection of top providers.
  • 401(k) Salary Savings Plan with a generous employer contribution.
  • Up to eleven (11) paid holidays each year.
  • Annual wellness reimbursement for fitness memberships and wellness activities.
  • Tuition Reimbursement Program and Degree Completion Bonus.
  • Opportunities for career advancement and internal promotions.
  • Company-paid Group Term Life Insurance.
  • Company-paid Long Term Disability Insurance.
  • Supplemental Insurance Options.
  • Discounts on events and entertainment.
  • Continuous training and development.
  • Casual dress code for operations and call center staff; business casual for branch personnel.
  • No evening or Sunday shifts for most roles.
  • Onsite fitness facilities for certain employees.
  • Community engagement opportunities.

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