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Financial Advisor (Hybrid)

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

Job Description:


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.


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.


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.


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

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