Wealth Advisor

Copper Financial is a FINRA registered broker-dealer and SEC RIA, owned by CommunityAmerica Federal Credit Union, a federally charged, top 40 credit union with $9 billion in assets and more than 600,000 members across multiple markets nationwide.

As a Wealth Advisor, you are responsible for helping members achieve their long-term financial goals by developing customized financial plans and making 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.