Investment Advisor - Member Financial Planning (Hybrid
Job in
West Covina, Los Angeles County, California, 91790, USA
Listed on 2026-08-22
Listing for:
SchoolsFirst Federal Credit Union
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Schools First Federal Credit Union is seeking a Financial Advisor to provide member-focused investment guidance and financial planning. You will assist with mutual funds, securities, and consultative services, ensuring compliance and ongoing member relationships.
The role requires Series 7/66 or 63/65, California Insurance License, and 7–10 years of relevant experience. Expect on-site work with regular member meetings and annual financial reviews.
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