Investment & Financial Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
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.
As a Investment & Financial Planning Advisor, you will play an important part at Schoolsfirst-Federal-Credit-Union in West Covina, CA, United States.
We are currently recruiting a Investment & Financial Planning Advisor for our team in West Covina, CA, United States.
This is an excellent opportunity to take on the Investment & Financial Planning Advisor role at Schoolsfirst-Federal-Credit-Union.
We invite applications for the Investment & Financial Planning Advisor position located in West Covina, CA, United States.
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