Financial Advisor (Marina, CA)
$70.3k - $115kWescom Financial Services, LLC
- # Financial Advisor (Marina, CA)Applylocations: Marina Branch: King City Branch: Soledad Branch: Salinas Branchtime type: Full timeposted on: Posted 3 Days Agojob requisition id: W02983**Please use Firefox or Chrome internet browser to complete this application**## **Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.**## **We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.**Salary Grade:CESalary Pay Range for This Position:$70,304.00 - $115,000.00**POSITION SUMMARY:**Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding, long term investing the members’ financial health. Responsible for providing suitable recommendations that meet the needs of the member over the long term.Provides branch staff with training to help them identify qualified referrals. Also works closely with branch management to develop business plans that support the investment goals established for the branches.**ESSENTIAL POSITION FUNCTIONS:**Identify and evaluate member needs for investment services, assess the objectives and goals of the member, and develop financial plans.Develop and maintain long term relationships based on trust and respect for members. Stay current on investment products and services offered by WFS.Follow all regulatory requirements set forth by FINRA, SEC, and California Department of Insurance.Must stay current on WFS written supervisory procedures and compliance memos.Required to work closely with RMSR’s/ MSRIII’s to help them improve their product knowledge; and to help them meet or exceed their monthly referral and production goals. Participate in weekly conference calls, submit weekly sales reports and attend monthly sales meetings.**EDUCATION AND EXPERIENCE:**Bachelor’s Degree and a minimum of 5 years investment sales experience.**COMPUTER SKILLS:**Proficient in Microsoft Applications (Word, Excel, Power Point, Outlook).**CERTIFICATES, LICENSES, REGISTRATIONS:**Required FINRA Series 7, 65 or 66, and California Department of Insurance Life and Disability.**MATHEMATICAL SKILLS:**Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percent and to draw and interpret bar graphs.**PHYSICAL DEMANDS:**The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.**WORK ENVIRONMENT:**The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.The noise level in the work environment is moderately quiet. It is a non-smoking environment.The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.### If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.### Wescom Financial is an Equal Opportunity Employer### (Male/ Female/ Veteran/Disability/ Gender Identity/ Sexual Orientation)### ### **C******al**ifornia Privacy Notice at Collection of Personal Information**:### If you are a resident of the State of California and are a job applicant, see California Privacy Notice relating to job applications.### About Us**Who We Are**Since 1934, Wescom Financial has been dedicated to helping members throughout Southern & Central California build better lives. Now with 30 branches, we provide essential banking solutions to more than 250,000 members. We truly value providing member focus, excellence, and integrity, which helps us in our interactions with our team members, members, volunteers, vendors, and others alike. These core values have shaped our organization into who we are today. Our goal is not only to meet expectations but also to exceed them in everything we do. To learn more about Wescom’s rich history please click here: The Wescom Story.**What We Believe**At Wescom Financial, we value and rely on the unique talents of our team members who contribute to supporting one another in achieving personal fulfillment and helping our members build better lives. If we are not serving a member, we are serving a team member who is. For the second year in a row, Wescom Financial has been recognized as America's Best Regional Bank and Credit Union by Newsweek and is Great Places to Work Certified. At Wescom, everyone has a seat at the table. The Inclusion and Diversity Committee and Council help set the foundation for an even more inclusive culture at Wescom.## ##### Our Benefits**Benefits & Perks**In addition to helping build better lives for Californians, we offer an exceptional and comprehensive compensation package to our valued team members, which include:* Remote and hybrid work options* Work/life balance (i.e., two mental health days, flex scheduling, alternative work schedules)* $1,000 Employee Referral Bonus Program* Benefits for full-time and part-time team members* Paid time off: Vacation, floating holidays (full-time only), sick, 2 mental health day, 10 bereavement days, and 10 observed holidays, including Juneteenth* Comprehensive medical, dental, and vision plan coverage, including EAP+ Work/Life Program* Adoption and surrogacy assistance* 401(k) Plan with employer matching* Generous educational programs: Education reimbursement, student loan repayment plan, college grant for eligible children* Wellness Program: Increase health, happiness, and productivity, ability to earn rewards by participating in Healthy YOU, two onsite fitness centers, gym membership discounts for LA Fitness* Transit subsidy reimbursement for public transportation* Fun Express and Tickets at Work: Discounts at entertainment venues in California and beyond* Wescom University Department dedicated to providing learning and development opportunities to team members* Leadership/Emerging Leadership Programs for aspiring leaders* Discounted rates on loan products for team members
- J-18808-Ljbffr Wescom Financial Services, LLC
Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor (Marina, CA) in California, MO vacancy
$70.3k - $115k
...Position Summary Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding, long term investing to support the members’...SuggestedRemote work- Wescom Credit Union in Marina, CA partners with LPL Financial to offer a Financial Advisor role within the Investment Program. You’ll join as an advisor associated with LPL Financial, not as an employee of LPL. The position supports clients with a complete menu of financial...Suggested
- SpaceX in Hawthorne, CA is seeking an Industrial Security Analyst to join our security team as a multidisciplinary officer responsible for safeguarding classified programs, coordinating with Mission Management, engineering teams, and government partners to ensure proper...Suggested
- Dr. Squatch, a growing natural personal-care company, seeks a Senior Associate of Strategic Finance in Marina Del Rey, CA. The role emphasizes advanced financial modeling, forecasting, and cross-functional partnership to support executive decisions and growth initiatives...Suggested
$115k - $140k
...Finance. We are looking for an individual with exceptional financial modeling experience and problem-solving skills to join our growing... .... This is a full-time role with company benefits based in Marina Del Rey, CA. The anticipated base compensation range for this role will...SuggestedFull timeLocal area$37 - $39 per hour
...resource for dealer and staff questions regarding the KMRF's loan programs. Ability to work on-site at our office in Foothill Ranch, CA. Profile Differentiators: Experience in founding, co-founding or working in a fast-paced startup environment. Experience in Powersports...Hourly payWork at office- ...Job Description Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few... ...the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 064497...
Strategic Fortune Wealth Management
California, MO2 days ago $50k - $150k
...Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA. This is a hybrid role. This role is an excellent opportunity to earn additional compensation, referral...Work at officeLocal areaFoundation Risk Partners
California, MO3 days ago$18 - $22.75 per hour
...preparing for the launch of our commercial service. Overview The Financial Analyst Intern will support the manufacturing organization by... ..., with a minimum of three days per week spent onsite at our Marina, CA office. Responsibilities Support financial planning and analysis...InternshipLive inWork at officeImmediate startRelocationRelocation package3 days per week- ...is hiring a Senior Associate of Strategic Finance to support financial modeling, revenue forecasting, margin analysis, and expense... ...collaborates with internal teams and external partners. Based in Marina Del Rey, CA, the role focuses on DTC data, liquidity planning, and...Full time
$23.19 - $28.35 per hour
...Float Client Relationship Consultant 2 (Banker) - Panorama City, CA (Multiple Locations)Applylocations: Panorama City, CAtime type:... ...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...Temporary workLocal area- ...Thrivent Make an impact providing expert financial advice with heart. Thrivent is a different... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...Financial Advisor jobs in Riverside County, CA . Riverside, CA $50,000.00-$150,000.00 5...Full time
$20.38 - $36.44 per hour
...unless the needs of the business change. It may be necessary, given the business need, to work occasional overtime and weekends. The Financial Counselor is responsible for assisting patients with navigating their insurance benefits, cost of service and financial assistance...Hourly payMinimum wageFull timeWork experience placementWork at officeLocal areaMonday to FridayShift work$110k - $125k
...to RIA's, Single Family & Multi-Family Offices Nationwide Location : Irvine, CA Overview Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high...Full time- Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with... ...and asset accumulation sales. Prior experience as a Financial Advisor, Financial Planner, Registered Representative or Investment...For contractors
- ...path should lead to real opportunity LPL Financial partners with credit unions to offer a... ...employment opportunity at Wescom Credit Union in Marina, CA would allow you to join the Investment... ...at Wescom Credit Union as a Financial Advisor associated with LPL Financial. Under...Local area
$250 per week
Our College Financial Representative program is recognized as a top internship program by: WayUP Top Internship Program in 2025, 2024 and 2023 2025 Forbes’ “Best Place to Work for New Grads” Award APEX Training Award in 2025 25 consecutive years awarded Vault Top Internship...Full timeInternshipLocal areaFlexible hours- Wescom Financial Services, LLC in Marina, CA is seeking a Financial Advisor to meet with members, assess needs, and recommend long-term investment strategies including retirement planning and college funding. You will guide members toward appropriate products to achieve...
- Job Title: Finance & Insurance Manager Reports to: Operations Director Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling finance and insurance products to new and used vehicle customers. Must...Work at office
$58.44k
...National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling...Contract workTemporary workWork experience placementWork at office- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$23.19 - $28.35 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Temporary workLocal area- Jr. Investment Advisor Associate (Newport Beach, CA) Kayne Anderson Rudnick We value experience and skills, and we care about who you are. We strive... ...Undergraduate degree. Some exposure to financial markets in classroom or internship setting. Strong interest...Full timeInternship
- Golden 1 is seeking a Consumer Credit Analyst II for a remote role based in California. You will review and analyze loan applications, approve or deny based on underwriting guidelines, and clearly document decision rationales. Responsibilities include communicating with...Remote job
$80k - $130k
...Summary SB Energy seeks a Senior Analyst/Associate in FP&A to support financial operations for our growth portfolio. The role requires 6+ years... ...& Compensation Location: San Francisco Bay Area, San Diego, CA, or Denver, CO (Hybrid). Base Pay: $80,000 – $130,000. Total...Work at officeFlexible hoursSB Energy
California, MO2 days ago- ...Franklin Templeton is seeking a Senior Advisor Consultant to serve the Edward Jones broker/dealer community across designated U.S. regions... ...involves growing assets under care by supporting Edward Jones Financial Advisors, acting as SME on FT products and culture, and driving...Relocation
Franklin Templeton
California, MO19 hours ago - ...Allstate is seeking a Financial Specialist to build and grow a financial services practice within an Allstate Agency. You will meet with clients face to face, develop deep relationships, and generate leads with a licensed team. This role leverages Allstate resources to...
Allstate
California, MO1 day ago $90k - $150k
...message the job poster from Selby Jennings Recruitment Consultant Financial Operations Job Title: Finance Associate Salary: $90k-$150k +... ...notified about new Finance Associate jobs in San Francisco County, CA . San Francisco, CA $90,000.00-$122,000.00 2 weeks ago San...Full timeWork at officeSelby Jennings
California, MO19 hours ago- ...Wescom Central Credit Union seeks an Investment Services Advisor to meet with members, profile long-term financial goals, and provide retirement planning, college funding, and investment guidance. The role emphasizes building trusted relationships and delivering suitable...Work at office
Wescom Central Credit Union
California, MO1 day ago - ...A financial services firm in California is seeking a Financial Advisor to build a client base and present financial solutions. The ideal candidate will hold active Life & Health licenses and have a strong sales background. The role offers award-winning training, flexible...Flexible hours
Bankers Life
California, MO1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor (Marina, CA). Be the first to apply!
Related searches
- financial planner cfp California, MO
- senior financial advisor California, MO
- strategic finance associate California, MO
- associate leveraged finance California, MO
- financial advisor development program California, MO
- jde finance consultant California, MO
- estate planning consultant California, MO
- associate corporate finance California, MO
- wealth advisor California, MO
- financial planning associate California, MO