Wealth Advisor at OceanAir Federal Credit Union

Oxnard, California, United States -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

88000.0

Posted On

28 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Needs Assessment, Investment Advisory, Financial Planning, Business Plan Development, Market Growth, Employee Education, Financial Seminars, Prospect Generation, Relationship Building, Communication, Microsoft Office, Detail-Oriented, Organization, Results-Driven, Teamwork

Industry

Banking

Description

Description Dive into Your Future as a Wealth Advisor I at OceanAir Federal Credit Union! Are you passionate about helping people achieve their financial dreams? Do you love talking about investments, financial planning, and building lasting relationships? If you’re ready to bring your energy and expertise to a fun, member-focused team, OceanAir Federal Credit Union wants YOU as our next Wealth Advisor I! What You'll Do: Meet with members to assess financial needs and recommend smart solutions. Open and service investment advisory accounts with periodic reviews. Co-develop and execute business plans to grow your market. Educate branch employees and host financial planning seminars. Make outbound calls and attend local events to generate prospects. Practice our core values: Make It Right, Make It Easy, Make It Personal. Must-Haves: CA Life, Accident and Health License FINRA SIE (Securities Industry Essentials) FINRA Series 7 FINRA Series 66 OR Series 63 AND Series 65 Preferred Credentials: Certified Financial Planner (CFP®) Chartered Financial Analyst (CFA) Chartered Financial Consultant (ChFC®) What We’re Looking For: Understanding of basic financial concepts and planning. Excellent communication and relationship-building skills. Tech-savvy with Microsoft Office and internet tools. Detail-oriented, organized, and results-driven. Team player with a passion for helping others. Work Details: Department: Wealth Management Reports To: AVP, Wealth Management Status: Non-Exempt Schedule: 40 hours/week, with occasional overtime and travel for seminars or conferences. Ready to make waves in the financial world? Apply now and become part of a team that’s making a real difference. At OceanAir Federal Credit Union, we’re not just about finances—we’re about people, passion, and purpose!

Responsibilities

The Wealth Advisor I will meet with members to assess their financial needs, recommend appropriate solutions, and open and service investment advisory accounts with regular reviews. Responsibilities also include co-developing business plans for market growth, educating branch staff, hosting seminars, and generating prospects through outreach.