Wealth Advisor- Los Angeles Metro

Wealth Advisor- Los Angeles Metro

ID


2973

Type


Full-Time

Summary

CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with $9 billion in assets and more than 600,000 members nationwide . As a not-for-profit financial institution, we are deeply committed to improving the financial well-being of our members and the communities we serve.

We are seeking a dynamic and member-focused Wealth Advisor to join our growing team. In this role, you will partner closely with members to help them achieve long-term financial success through personalized financial planning and thoughtful investment strategies.

What Makes This Opportunity Unique

As a Wealth Advisor at CommunityAmerica, you will work with a dedicated and engaged membership base comprised of employees and retirees of major companies -a client population that values long-term relationships, personalized guidance, and trust. This role offers the opportunity to build lasting advisory partnerships within an area of focused growth , supported by an established brand and strong internal referral channels.

Key Responsibilities

Build trusted relationships with members by understanding their financial goals, values, and life stages
• Develop comprehensive financial plans, including retirement, investment, insurance, and legacy strategies
• Provide personalized investment recommendations aligned with members' objectives and risk tolerance
• Partner with internal credit union teams to deliver a seamless, holistic member experience
• Grow and manage a book of business through proactive outreach, referrals, and ongoing relationship management

Why CommunityAmerica

• Established, financially strong institution with long-term growth initiatives
• Built-in access to a loyal membership base and referral opportunities
• Mission-driven culture focused on people, not products
• Competitive compensation, benefits, and professional development support

Compensation:

* Base salary: $70,000-$110,000 per year, dependent on candidate's experience and geographic location
* Commission: Eligible for uncapped commission opportunities

This salary range reflects our anticipated pay scale for this role in California and meets the state's requirement to provide a transparent compensation range directly in the job description

*Please note there is some flexibility with location- we have several branches in the Redondo Beach, Hawthorne, CA area*

Duties & Responsibilities

• Analyze investment strategies and make recommendations to members.
• Achieve sales/production goals to ensure revenue projections are met.
• Stay abreast of the investment tools and services available that can maximize performance.
• Ensure business activities and investment recommendations comply with rules and regulations.
• Make outbound calls to members from various lead lists.
• Generate referrals from credit union employees.
• Attend credit union functions and other community meetings as necessary.
• Promote honest and open communication throughout the credit union.
• Demonstrate behaviors consistent with the credit union's values, philosophies, and leadership characteristics.
• Work with other credit union departments to ensure the workflow or process provides the best service to the members.

Requirements

• Bachelor's degree highly preferred.
• Two or more years' experience in a related investment role is required.
• Life & Health Insurance, FINRA Series 7 & 66 required.
• 63 & 65 licensing can be in place of 66.
• Previous investment experience in a bank or credit union environment is preferred.