Hybrid Wealth Advisor - Client Portfolios
Job in
Fullerton, Orange County, California, 92632, USA
Listed on 2026-01-12
Listing for:
Cusocal
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Sales, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading credit union seeks a Financial Advisor to join its Wealth Management team in Fullerton, CA. This role includes serving existing clients while expanding a new client base. Offering a hybrid work model, you’ll advise Members on financial solutions, manage portfolios, and work independently within a dynamic team. Candidates must have relevant licenses and significant client-facing experience in financial services.
A competitive salary with commission is offered.
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