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Wealth Advisor

CommunityAmerica Credit Union

CommunityAmerica Federal Credit Union is seeking an experienced Wealth Advisor to join our Southern California team. You will partner with members to craft personalized financial planning, investment management, retirement planning, and insurance strategies. This role blends entrepreneurial independence with the backing of a full-service wealth management organization. You will work within a networked platform that offers comprehensive planning capabilities, breadth of investment solutions, and #J-18808-Ljbffr

Vacancy posted 1 day ago
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