Wealth Advisor

Summary

CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with $9 billion in assets and more than 600,000 members across multiple markets nationwide. We are seeking a dynamic Wealth Advisor to join our team. In this role, you will partner with members to help them achieve their long-term financial goals by creating personalized financial plans and providing strategic investment recommendations.

 

 

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

 

 

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.