AnaheimRecruiter Since 2001
the smart solution for Anaheim jobs

Financial Advisor (Hybrid)

Company: Wescom Central Credit Union
Location: Anaheim
Posted on: September 20, 2022

Job Description:

POSITION SUMMARY:

As part of the Wescom Financial Services team, this position sells financial products and services to members by supporting and promoting our full service investment platform.

ESSENTIAL POSITION FUNCTIONS:

As a Financial Consultant, you become part of the credit union environment providing investment services to members and building member relationships.
Researches client accounts and provides information to help appropriate personnel resolve member problems and complaints.

EDUCATION AND EXPERIENCE:

3 to 5 years of experience in sales of investment products. preferably with a credit union or bank.
Experience in a broker dealer or retail investment firm also preferred. College degree preferred.CERTIFICATES, LICENSES, REGISTRATIONS:

NASD Series 7 and 63 or 66 (preferred), and L&D Insurance licenses required.OTHER SKILLS AND ABILITIES:

Good written and verbal communication skills. Ability to understand and articulate the features and benefits of Wescom Financial Services investment products and services.

COMPUTER SKILLS:

Basic computer skills including Microsoft Word, Excel and Outlook. Experience with contact management systems and hypotheticals desirable.

Keywords: Wescom Central Credit Union, Anaheim , Financial Advisor (Hybrid), Accounting, Auditing , Anaheim, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Anaheim RSS job feeds