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Job description
Wealth Advisor- Los Angeles
ID
3135
Type
Full-Time
Summary
CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with $9 billion in assets and more than 600,000 members nationwide. As a not-for-profit financial institution, we are deeply committed to improving the financial well-being of our members and the communities we serve.
We are seeking an experienced Wealth Advisor to join our growing team in Southern California. In this role, you will partner closely with members to help them achieve long-term financial success through personalized financial planning, investment management, retirement planning, and insurance strategies.
As a Wealth Advisor at CommunityAmerica, you will enjoy the entrepreneurial feel of an independent advisor while benefiting from the resources, stability, referral opportunities, and support of a full-service wealth management organization. We maintain a standalone broker-dealer and registered investment adviser, owned by one of the nation's leading credit unions.
Duties & Responsibilities
What Makes This Opportunity Unique
As a Wealth Advisor at CommunityAmerica, you will work with a dedicated and engaged membership base that includes employees and retirees of major companies. This role offers the opportunity to build lasting partnerships within an area of focused growth, supported by an established brand, strong internal referral channels, and a significant ongoing investment in the Southern California market, including partnerships with professional sports franchises. Advisors are supported by an established referral network spanning multiple branch locations, contact center channels, digital member interactions, and employer relationships throughout the market, creating a consistent opportunity to grow and deepen client relationships.
Advisor Platform & Resources
Standalone broker-dealer and registered investment advisory platform
Comprehensive financial planning capabilities
Broad investment, advisory, retirement, insurance, and protection solutions
Modern technology ecosystem supporting financial planning, CRM, trading, portfolio management, reporting, and client engagement
Dedicated operational, compliance, marketing, and leadership support
Ongoing professional development and growth opportunities
Key Responsibilities
Build trusted relationships with members by understanding their financial goals, values, and life stages
Develop comprehensive financial plans, including retirement, investment, insurance, and legacy strategies
Provide personalized investment recommendations aligned with members' objectives and risk tolerance
Partner with internal credit union teams to deliver a seamless, holistic member experience
Grow and manage a book of business through referrals, proactive outreach, and ongoing relationship management
Analyze investment strategies and make recommendations to members.
Achieve sales/production goals to ensure revenue projections are met.
Stay abreast of the investment tools and services available that can maximize performance.
Ensure business activities and investment recommendations comply with rules and regulations.
Generate referrals and strengthen partnerships across the credit union organization.
Attend credit union functions and other community meetings as necessary.
Promote honest and open communication throughout the credit union.
Demonstrate behaviors consistent with the credit union's values, philosophies, and leadership characteristics.
Work with other credit union departments to ensure the workflow or process provides the best service to members.
Why CommunityAmerica
Established, financially strong institution with long-term growth initiatives
Built-in access to a loyal membership base and multiple referral opportunities
Mission-driven culture focused on people, not products
Entrepreneurial environment supported by institutional resources
Continued investment in Southern California, including community partnerships and brand-building initiatives
Competitive compensation, benefits, and professional development support
Compensation
Competitive base salary
Uncapped advisory fee and commission compensation opportunities
Enhanced compensation opportunity years 1-2
Comprehensive benefits package
Professional development support and advancement opportunities
Location
We have some flexibility in the Los Angeles market, including opportunities located within the Ventura and Huntington Beach areas.
Requirements Bachelor's degree required.
Experience developing and managing client relationships within a wealth management, brokerage, bank investment, credit union, or advisory environment.
Demonstrated ability to provide comprehensive financial planning and investment guidance.
Life & Health Insurance, FINRA Series 7 & 66 required. Series 63 & 65 licensing may be accepted in lieu of the Series 66.
Previous investment experience in a bank or credit union environment is preferred.
Worksite address
ventura, CA, 93006, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.