Financial Advisor - West Covina - Wescom Credit Union

    Wescom Credit Union
    Wescom Credit Union West Covina

    2 days ago

    $76,800 - $104,800 (USD) per year
    Description

    Financial Advisor

    At wescom-credit-union, our team of experienced professionals is dedicated to helping members achieve their long-term financial goals. As a Financial Advisor, you will be responsible for meeting with and profiling credit union members to determine the most appropriate products to meet their needs.

    You will provide guidance on retirement planning, college funding, and long-term investing, as well as help members create personalized financial plans tailored to their objectives and goals. Your expertise in investment products and services will enable you to make suitable recommendations that support the member's overall financial health.


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