Hybrid Wealth Advisor: Client Portfolios
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Credit Union of Southern California in Fullerton, CA, seeks a Financial Advisor for the Wealth Management team, partnered with LPL Financial. The role services existing clients while expanding the member base, with a hybrid schedule and on-site support at local branches.
The position emphasizes a strong referral system, compliance with CARE 4 guidelines, and driving growth through comprehensive financial planning.
We are currently recruiting a Hybrid Wealth Advisor:
Grow Client Portfolios for our team in Fullerton, CA, United States.
Join us at Credit Union of Southern California as our next Hybrid Wealth Advisor:
Grow Client Portfolios in Fullerton, CA, United States.
This is a strong opportunity to take on the Hybrid Wealth Advisor:
Grow Client Portfolios role at Credit Union of Southern California.
As a Hybrid Wealth Advisor:
Grow Client Portfolios, you will play an important part at Credit Union of Southern California in Fullerton, CA, United States.
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