Wealth Advisor

OceanAir Federal Credit Union • Oxnard, CA

just now

About The Position

Dive into Your Future as a Wealth Advisor I at OceanAir Federal Credit Union!
Are you passionate about helping people achieve their financial dreams? Do you love talking about investments, financial planning, and building lasting relationships? If you’re ready to bring your energy and expertise to a fun, member-focused team, OceanAir Federal Credit Union wants YOU as our next Wealth Advisor I!
What You'll Do:
Meet with members to assess financial needs and recommend smart solutions.
Open and service investment advisory accounts with periodic reviews.
Co-develop and execute business plans to grow your market.
Educate branch employees and host financial planning seminars.
Make outbound calls and attend local events to generate prospects.
Practice our core values: Make It Right, Make It Easy, Make It Personal.

Requirements

• CA Life, Accident and Health License
• FINRA SIE (Securities Industry Essentials)
• FINRA Series 7
• FINRA Series 66 OR Series 63 AND Series 65
• Understanding of basic financial concepts and planning.
• Excellent communication and relationship-building skills.
• Tech-savvy with Microsoft Office and internet tools.
• Detail-oriented, organized, and results-driven.
• Team player with a passion for helping others.

Nice To Haves

• Certified Financial Planner (CFP®)
• Chartered Financial Analyst (CFA)
• Chartered Financial Consultant (ChFC®)

Responsibilities

• Meet with members to assess financial needs and recommend smart solutions.
• Open and service investment advisory accounts with periodic reviews.
• Co-develop and execute business plans to grow your market.
• Educate branch employees and host financial planning seminars.
• Make outbound calls and attend local events to generate prospects.
• Practice our core values: Make It Right, Make It Easy, Make It Personal.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed