Wealth Advisor

Love What You Do. We are a mission-driven credit union dedicated to strengthening the financial well-being of our members—and that work begins with our people. Through our relationship with The Walt Disney Company, employees have access to world-class benefits, programs, and unique experiences that enhance both work and life. Combined with a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture, you’ll find the support to grow, contribute, and build a career you truly love.

To learn more about our benefits visit:

• Meets with clients and prospects. Collects and analyzes information regarding the members’ income, assets, investments or debts. Determines financial goals with the members. Ascertains which financial products best meet the members’ needs and financial circumstances in order to achieve those goals. After careful consideration, advises the member regarding the advantages and disadvantages of different financial products, including insurance and investment products.
• Prepares for client meetings, creates financial plans, and creates portfolios.
• Works on the business with the Client Service Associate (CSA) (where applicable). Markets the Partners financial products, builds branch relations, determines ways to improve business and client service, and plans for future client interactions (client appreciation, client lunches, seminars, etc.)
• Researches new products, keeps up with economic data.

Love What You Do. We are a mission-driven credit union dedicated to strengthening the financial well-being of our members—and that work begins with our people. Through our relationship with The Walt Disney Company, employees have access to world-class benefits, programs, and unique experiences that enhance both work and life. Combined with a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture, you’ll find the support to grow, contribute, and build a career you truly love.

To learn more about our benefits visit:

Responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, then developing financial goals and creating financial plans to assist them in meeting their goals.

• Meets with clients and prospects. Collects and analyzes information regarding the members’ income, assets, investments or debts. Determines financial goals with the members. Ascertains which financial products best meet the members’ needs and financial circumstances in order to achieve those goals. After careful consideration, advises the member regarding the advantages and disadvantages of different financial products, including insurance and investment products.
• Prepares for client meetings, creates financial plans, and creates portfolios.
• Works on the business with the Client Service Associate (CSA) (where applicable). Markets the Partners financial products, builds branch relations, determines ways to improve business and client service, and plans for future client interactions (client appreciation, client lunches, seminars, etc.)
• Researches new products, keeps up with economic data.

Minimum Education Required To Perform Job

Bachelor’s Degree

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:

2-5 years

3-5 years of experience LPL Freedom Club level production or higher

Series 7 Series 63 and 65 or 66 State Insurance License

• Microsoft Office

• CFP® CEs
• Firm Element
• Insurance CEs
• FINRA CEs

• Financial Services
• Personal Finance Planning
• Inde…