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Hybrid Wealth Advisor — Client

Job in Fullerton, Orange County, California, 92632, USA
Listing for: CU SoCal
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70304 USD Yearly USD 70304.00 YEAR
Job Description & How to Apply Below
Position: Hybrid Wealth Advisor — Grow Your Client Base

CU SoCal is seeking a Financial Advisor to join its Wealth Management team in Fullerton, CA. You will service an existing client book while expanding your base, working in a hybrid environment with on-site support at local branches to serve members.

Base pay is $70,304 annually plus commission; strong performers can earn significantly more. A focus on relationship building, financial planning, and cross-team collaboration is essential.

The Hybrid Wealth Advisor — Grow Your Client Base role at CU SoCal is now open for applications in Fullerton, CA, United States.

We would love to welcome a new Hybrid Wealth Advisor — Grow Your Client Base to our organisation in Fullerton, CA, United States.

For the Hybrid Wealth Advisor — Grow Your Client Base position at CU SoCal, we are reviewing applications now.

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