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Senior Financial Advisor, Retirement & Investments
Job in
Soledad, Monterey County, California, 93960, USA
Listed on 2026-08-22
Listing for:
Wescom Central Credit Union
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wescom Central Credit Union seeks an experienced Investment Specialist to meet with members, assess their long-term financial goals, and provide tailored investment guidance. You will train branch staff on referrals and collaborate with management to align investment goals with branch plans.
The role requires a Bachelor's degree and at least five years of investment sales experience, plus FINRA licenses and California life/ disability insurance registrations. Proficiency in MS Office is expected.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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