Remote Financial Advisor & Investment Planning Specialist
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-10-20
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Golden 1 Credit Union is seeking a Financial Advisor to help members define personal and financial goals and develop tailored financial plans. The role involves presenting non-deposit investment and insurance products, staying compliant with NASD/SEC standards, and maintaining member information with accuracy and care.
You will conduct portfolio reviews, educate staff on referral opportunities, and stay informed about broker/dealer products.
We are seeking a motivated Remote Financial Advisor & Investment Planning Specialist to join Golden 1 Credit Union in Manlove, CA, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Remote Financial Advisor & Investment Planning Specialist role at Golden 1 Credit Union, based in Manlove, CA, United States.
We are looking to fill the Remote Financial Advisor & Investment Planning Specialist position at Golden 1 Credit Union in Manlove, CA, United States.
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