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Wealth Advisor - Strategic Financial Planning Lead

$70k - $110k

UNIFY Financial Credit Union

UNIFY Financial Credit Union in California seeks a Wealth Advisor to enhance member financial success through personalized investment strategies. The role involves building client relationships, developing financial plans, and achieving sales goals. Candidates should have a Bachelor's degree and two years of investment experience, with necessary certifications like FINRA Series 7 and 66. The compensation includes a base salary ranging from $70k to $110k, with uncapped commission opportunities. Flexible location options are available within the Redondo Beach and Hawthorne area. #J-18808-Ljbffr UNIFY Financial Credit Union

Vacancy posted 1 day ago
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