Wealth Advisor- Torrance, CA
About The Position
CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with $9 billion in assets and more than 600,000 members nationwide . As a not-for-profit financial institution, we are deeply committed to improving the financial well-being of our members and the communities we serve. We are seeking a dynamic and member-focused Wealth Advisor to join our growing team. In this role, you will partner closely with members to help them achieve long-term financial success through personalized financial planning and thoughtful investment strategies. What Makes This Opportunity Unique As a Wealth Advisor at CommunityAmerica, you will work with a dedicated and engaged membership base comprised of employees and retirees of major companies —a client population that values long-term relationships, personalized guidance, and trust. This role offers the opportunity to build lasting advisory partnerships within an area of focused growth , supported by an established brand and strong internal referral channels.
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.
Nice To Haves
- Previous investment experience in a bank or credit union environment is preferred.
Responsibilities
- Build trusted relationships with members by understanding their financial goals, values, and life stages
- Develop comprehensive financial plans, including retirement, investment, insurance, and legacy strategies
- Provide personalized investment recommendations aligned with members’ objectives and risk tolerance
- Partner with internal credit union teams to deliver a seamless, holistic member experience
- Grow and manage a book of business through proactive outreach, referrals, and ongoing relationship management
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
