About this role
Wealth Advisor at OceanAir Federal Credit Union. Location: Oxnard, California, United States. Role: meeting members, opening accounts, developing plans Requirements: Licenses: California Life/Health; FINRA SIE; FINRA Series 7; FINRA Series 63/65 or 66. CFP/CFA/ChFC preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Internet tools Certifications: california life, accident and health, finra sie, finra series 7, finra series 63, finra series 65, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English