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Wealth Advisor: Personalized Financial Planning Pro

Job in Glendale, Los Angeles County, California, 91222, USA
Listing for: Mountain America Credit Union
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 85000 - 120000 USD Yearly USD 85000.00 120000.00 YEAR
Job Description & How to Apply Below

Mountain America Credit Union is seeking a Wealth Management professional to collaborate with branches and a broker dealer to deliver comprehensive guidance and solutions to members. You will build long-term relationships, develop plans, and drive growth in a fiduciary capacity.

The role emphasizes education, personalized financial advice, compliance, and ongoing development to stay ahead of industry trends.

This position is for the Wealth Advisor:
Personalized Financial Planning Pro role at Mountain America Credit Union.

We would love to welcome a new Wealth Advisor:
Personalized Financial Planning Pro to our group in Glendale, CA, United States.

For the Wealth Advisor:
Personalized Financial Planning Pro position at Mountain America Credit Union, we are reviewing applications now.

Step into the Wealth Advisor:
Personalized Financial Planning Pro role at Mountain America Credit Union in Glendale, CA, United States and grow with us.

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