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Wealth Advisor

Wescom Central Credit Union

Wescom Central Credit Union is seeking an experienced Investment Services professional in California to profile members and determine suitable products for long-term financial goals. You will advise on retirement planning, college funding, and long-term investing while supporting branch staff with referrals and sales goals. The role requires FINRA licenses and California Life/Disability registrations, with a focus on regulatory compliance and client relationship management. #J-18808-Ljbffr

Vacancy posted 16 hours ago
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