Senior Wealth Advisor – Investments & Insurance
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
California Credit Union is seeking a Full Time Sales professional in Glendale, CA, to provide clients with specialized advice on investment and insurance products. You will research offerings, assess client needs, and design plans to meet financial goals, handling accounts over $25,000.
Five to seven years of advisory experience and appropriate licenses are required for success. The role emphasizes strong sales, client relationship management, and compliance with applicable regulatory rules,
This opening is for the Senior Wealth Advisor – Investments & Insurance role at California Credit Union.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Glendale, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70.000 - 75.000.
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