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Wescom Central Credit Union
Wealth Advisor: Long-Term Financial PlanningWescom Central Credit Union • Salinas, CA, United States
Wealth Advisor: Long-Term Financial Planning

Wealth Advisor: Long-Term Financial Planning

Wescom Central Credit Union • Salinas, CA, United States
13 days ago
Job type
  • Full-time
Job description

Wescom Central Credit Union is seeking an experienced Investment Services professional in California to profile members and determine suitable products for long-term financial goals. You will advise on retirement planning, college funding, and long-term investing while supporting branch staff with referrals and sales goals. The role requires FINRA licenses and California Life/Disability registrations, with a focus on regulatory compliance and client relationship management. #J-18808-Ljbffr

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Wealth Advisor: Long-Term Financial Planning • Salinas, CA, United States

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