More jobs:
Financial Advisor & Wealth Planner
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-08
Listing for:
Wescom Financial
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wescom Financial in Pasadena, CA is looking for a Financial Advisor to meet and profile credit union members, providing guidance on retirement planning and investment services. The ideal candidate has a Bachelor's degree and a minimum of 5 years of investment sales experience. This role requires strong relationship-building skills and proficiency in Microsoft Office applications, along with necessary FINRA certifications.
The advisor will train branch staff, follow regulatory requirements, and develop solid financial plans for members while maintaining compliance with all legal standards.
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