Wealth Advisor

Description

Are you passionate about helping people achieve their financial dreams? Do you love talking about investments, financial planning, and building lasting relationships? If you’re ready to bring your energy and expertise to a fun, member-focused team,
Ocean Air Federal Credit Union wants YOU as our next Wealth Advisor I!

• Meet with members to assess financial needs and recommend smart solutions.
• Open and service investment advisory accounts with periodic reviews.
• Co-develop and execute business plans to grow your market.
• Educate branch employees and host financial planning seminars.
• Make outbound calls and attend local events to generate prospects.
• Practice our core values:
  Make It Right
  , Make It Easy
  , Make It Personal
  .

• CA Life, Accident and Health License
• FINRA SIE (Securities Industry Essentials)
• FINRA Series 7
• FINRA Series 66 OR Series 63 AND Series 65

• Certified Financial Planner (CFP®)
• Chartered Financial Analyst (CFA)
• Chartered Financial Consultant (ChFC®)

• Understanding of basic financial concepts and planning.
• Excellent communication and relationship-building skills.
• Tech-savvy with Microsoft Office and internet tools.
• Detail-oriented, organized, and results-driven.
• Team player with a passion for helping others.

• Department
  :
  Wealth Management
• Reports To
  : AVP, Wealth Management
• Status
  :
  Non-Exempt
• Schedule
  : 40 hours/week, with occasional overtime and travel for seminars or conferences.

Ready to make waves in the financial world? Apply now and become part of a team that’s making a real difference. At Ocean Air Federal Credit Union
, we’re not just about finances—we’re about people, passion, and purpose!