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Investment & Financial Planning Advisor
Job in
West Covina, Los Angeles County, California, 91790, USA
Listed on 2026-08-13
Listing for:
Schoolsfirst-Federal-Credit-Union
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Schools First FCU is seeking a Financial Advisor to provide members with information on investment products and to assist with mutual funds, securities transactions, and financial planning.
You will assess members' goals and risk tolerance, discuss investment alternatives, and guide appropriate investments while ensuring regulatory compliance and documenting transactions with our broker/dealer. Regular financial reviews will be offered to members annually.
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