Wealth Advisor - SoCal & Impact
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Community America Federal Credit Union in Southern California seeks an experienced Wealth Advisor to help members achieve long-term financial success through personalized planning, investment management, retirement planning, and insurance strategies. You will build trusted relationships and leverage a full-service wealth management platform.
You will collaborate with internal teams to deliver holistic member experiences, grow a book of business, and meet production goals.
We invite applications for the Wealth Advisor - SoCal Growth & Impact position located in Ventura, CA, United States.
All applications are reviewed carefully by our team.
The position is based in Ventura, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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