-
Wealth Advisor
1 week ago
Premier America Credit Union Los Angeles, United StatesJob Title:Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of acc ...
-
Wealth Advisor
1 week ago
Premier America Credit Union Los Angeles, United StatesJob Title:Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet todays needs and reach tomorrows dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accou ...
-
Wealth Advisor
1 week ago
OneDigital Los Angeles, United StatesAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the servi ...
-
Wealth Advisor
1 week ago
Judson Group Los Angeles, United StatesJudson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP. This individual will support the firms Managing Directors by actively participating in client meetings, assisting with the development of investment and financial planning str ...
-
Wealth Advisor Cfp
1 day ago
Advisor Business Solutions Pasadena, United StatesOur client is an RIA located in the Pasadena area managing $500+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm seeks a Wealth Advisor CFP responsible for solid planning knowledge and HNW client relationship management skills with a high pace of daily activit ...
-
Wealth Advisor Cfa
1 day ago
Advisor Business Solutions Pasadena, United StatesOur client is an RIA located in the Pasadena area managing $500+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm seeks a Wealth Advisor CFA responsible for solid planning knowledge and HNW client relationship management skills with a high pace of daily activit ...
-
Senior Wealth Advisor
1 week ago
Citi Los Angeles, CA, United States Full timeCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
-
Wealth Management Advisor
1 week ago
Scout Recruiting Group Los Angeles, United StatesWho We Are · A licensed Registered Investment Advisor dedicated to helping clients achieve their financial goals. · We manage Wealth for Businesses, Families, Trusts, and Individuals, and do so on an Assets Under Management (AUM), Financial Planning "Fee for Service" and Transact ...
-
Private Wealth Advisor
6 days ago
GT Investment Management Los Angeles, United StatesUnhappy with your current RIA? · Interested in higher payouts? · Want access to a best-in-class, turnkey asset management platform? · That also provides private equity and alternative investment options? · If so, GT Investment Management might be for you. · Who We Are · GT Invest ...
-
Senior Wealth Advisor
1 week ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our t ...
-
Senior Wealth Advisor
1 week ago
Wilmington Trust Los Angeles, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
-
Senior Wealth Advisor
1 week ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our ...
-
Private Wealth Advisor
1 week ago
GT Investment Management Los Angeles, United StatesUnhappy with your current RIA? · Interested in higher payouts? · Want access to a best-in-class, turnkey asset management platform? · That also provides private equity and alternative investment options? · If so, GT Investment Management might be for you. · Who We Are · GT ...
-
Associate Wealth Advisor
1 week ago
Beacon Pointe Los Angeles, United StatesJob Description · We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Los Angeles, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects ...
-
Private Wealth Advisor
2 days ago
GT Investment Management Los Angeles, United StatesUnhappy with your current RIA? · Interested in higher payouts? · Want access to a best-in-class, turnkey asset management platform? · That also provides private equity and alternative investment options? · If so, GT Investment Management might be for you. · Who We Are · GT ...
-
Senior Wealth Advisor
2 days ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our ...
-
Senior Wealth Advisor
1 week ago
Citigroup Inc Los Angeles, United StatesCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
-
Senior Wealth Advisor
3 days ago
Citigroup Inc Los Angeles, United StatesCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
-
Wealth Advisor CFP
3 days ago
Advisor Business Solutions Los Angeles, United StatesOur client is an RIA located in the Pasadena area managing $500+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm seeks a Wealth Advisor CFP responsible for solid planning knowledge and HNW client relationship management skills with a high pace of daily activit ...
-
Senior Wealth Advisor
1 week ago
Citi Los Angeles, United StatesCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
Wealth Advisor - Los Angeles, United States - Premier America Credit Union
Description
Job Title:
Wealth Advisor
At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams.
Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth.
Come grow with us and be part of growth and the Premier America familyOverview:
Premier America Credit Union provides a full range of financial services and excellent career opportunities throughout Los Angeles and Ventura Counties.
Wealth Advisor
to join the
Wealth Management Group
in our Chatsworth Corporate Office - an experienced professional, with solid history of providing wealth management and financial planning strategies through profiling and analysis.
The right candidate will have a sense of urgency, the ability to improve operational efficiency through thoughtful process improvement, and a strong commitment to delivering best in class service.
About You:
Planning:
You run a relationship-driven, planning-based, and advisory-centric practice that focuses on comprehensive and holistic solutions for your clients, not products to sell.
Teamwork:
You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others.
Judgement:
You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements.
Communication:
Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information and needs through the application of appropriate communication behaviors.
What You Will Do:
The core responsibility is to prospect for investment and financial planning opportunities inside and outside the Credit Union while developing and deepening relationships.
Expected to advise, recommend, and implement strategies to achieve financial objectives through offering appropriate financial products and solutions.
Responsible for providing educational workshops to the Credit Union's staff and membership while complying with all FINRA rules and regulations, broker/dealer supervisory procedures and internal compliance procedures.
Will establish and maintain effective and professional business relations with internal and external stakeholders.Requirements
What We Are Looking For:
Bachelor's degree in business or related field or related experience
CFP designation preferred but not required
Five years of progressive experience as a Financial Advisor
Understanding of related legal and regulatory requirements
FINRA Security licenses 7, 63 and 65 or 66, CA Life, Health & Disability Insurance
Strong organizational and time management skills
Ability to prioritize effectively, working in a fast-paced environment
Strong oral and written communication skills, including ease in presenting information to a group
Software Skills:
Windows, Microsoft Office Suite (Word, Excel, PPT, etc.), eMoney, MoneyGuide Pro
Key words:
banking, credit union, financial advisor, wealth advisor, financial planner
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
Pay Grade Info:
To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State.
We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies.
Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
The base pay range for this position is: $62,400.00 plus commissionPerks Important to You:
Our Team Members enjoy the following rewards and benefits:
Competitive pay
Subsidized health care including medical, dental and vision
FSA and HSA
Company-Paid Life and A&D insurance
Discounts on loans (must be a member)
Paid Vacation, Holiday, and Sick time
401k Retirement Saving Plan with a 6% safe harbor employer match
Educational Assistance Program and more
About Us:
Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets.
we exist to serve the needs of all members - the owners of Premier America.
With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.
Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success.
Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
#J-18808-Ljbffr