Wealth Advisor Associate — Build Futures for Members
Job in
South Santa Ana, Santa Ana, Orange County, California, 92701, USA
Listed on 2026-07-31
Listing for:
Orange County's Credit Union
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Orange County’s Federal Credit Union is seeking an Associate Wealth Advisor (Centralized Financial Advisor) to build relationships, conduct reviews, and help members pursue financial goals.
The role works with our Wealth Management team, delivering advisory accounts, mutual funds, ETFs, and insurance solutions while focusing on compliant, personalized planning. Eligible for hybrid work with on-site days.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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