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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Wescom Credit Union - Anaheim, CA  
Location Wescom Credit Union - Anaheim, CA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

Wescom Financial Services is currently seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in Anaheim, CA.

When you join Wescom Financial Services, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community
  • Large opportunity: Easily tap into the credit union’s member base to find new clients
  • No proprietary products: Recommend and sell whatever products best meet your clients’ needs
  • Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1

Since 1934 Wescom Credit Union has been dedicated to helping members throughout Southern California build better lives. Wescom Credit Union has over 3 Million in assets and more than 200,000 members. Now with 22 branches, Wescom Credit Union provides essential banking solutions to its members. Like all credit unions, Wescom Credit Union is a non-profit financial cooperative, and their members are their owners. This means their excess earnings benefit each one of our member-owners with such benefits as lower loan rates, higher savings yields, reduced fees, and a robust network of branches and ATMs. To learn more, visit www.wescom.org

 
Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63, 65 or 66 and Insurance license required
  • Three to five years of sales experience in the financial services industry, preferably in a bank or credit union
  • Experience in a broker dealer or retail investment firm also preferred. College degree preferred.
  • 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.

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2639714

EOE

**Representatives are employed and registered by Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).

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This position is currently accepting applications.

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