Financial Advisor

Investment Advisor

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.

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.

Bachelor's Degree and a minimum of 5 years investment sales experience. Proficient in Microsoft Applications (Word, Excel, Power Point, Outlook). Required FINRA Series 7, 65 or 66, and California Department of Insurance Life and Disability.

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. 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.

Moderately quiet work environment. Non-smoking environment.

Wescom Financial is an Equal Opportunity Employer (Male/ Female/ Veteran/Disability/ Gender Identity/ Sexual Orientation) California 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.

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.

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 Wescom Foundation Wescom is more than banking – we are a network of members and employees dedicated to making California a better place for all. The Wescom Foundation works to improve the lives of Californians by supporting community-based organizations through strategic grant making and community engagement. The Wescom Foundation's grant making focuses on the following areas: Critical Human Needs, Financial Wellness, and Disaster Response. In addition, the Wescom Foundation focuses on identifying and sponsoring volunteer opportunities for employees as well as providing a vehicle for tax-deductible non-profit organization contributions through payroll deductions. These contributions are, in turn, matched dollar for dollar by Wescom Financial. Since its founding, the Wescom Foundation has selected a number of non-profit organizations to sponsor throughout the year.