About this role
Financial Advisor, Wealth Management at Credit Union of Southern California. Location: Fullerton, California, United States. Role: service clients, grow book, analyze financials Requirements: 3+ years in financial services sales or business development; FINRA licenses (7/66/63/65 or equivalent) or insurance licenses; valid CA driver’s license; CRM experience; able to drive and travel as needed. Category: Sales Seniority: Mid Level Tools: Microsoft Office, CRM software Certifications: finra series 7, finra series 66, finra series 63, finra series 65, insurances Commitment: Full Time Workplace: Hybrid Languages: English