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Wealth Advisor: Retirement & Investment Planning
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-15
Listing for:
Wescom Credit Union WeCare Foundation
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wescom Credit Union WeCare Foundation seeks a Financial Advisor in Pasadena to meet with members and provide tailored financial guidance. The role involves developing long-term financial plans, advising on investments, and ensuring members' financial health.
This position requires a Bachelor’s Degree and at least 5 years of investment sales experience. Proficiency in Microsoft applications and relevant FINRA certifications are mandatory. Join a supportive team in a hybrid-friendly environment.
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