Remote Investment & Financial Planning Advisor
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Golden 1 Credit Union is seeking a Financial Advisor to build personalized investment plans with members in a remote-in-field role based in Sacramento, CA. You will meet members to define goals, present investment and insurance solutions, and ensure compliance with NASD/SEC standards.
The position reports to the Manager of Investment Services and requires 3+ years in investment sales, plus a bachelor’s degree. Expect collaboration with branch staff and ongoing member education initiatives.
The following opening is for a Remote Investment & Financial Planning Advisor with Golden 1 Credit Union.
We are looking to fill the Remote Investment & Financial Planning Advisor position at Golden 1 Credit Union in Sacramento, CA, United States.
The Remote Investment & Financial Planning Advisor role at Golden 1 Credit Union is now open for applications in Sacramento, CA, United States.
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