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Financial Advisor: Retirement & Investment Planner
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-03-12
Listing for:
Wescom Central Credit Union
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial services provider in California is seeking an experienced financial advisor to help members with their long-term financial planning. The role involves identifying member needs for investment services, building enduring relationships, and staying current on investment products. Ideal candidates must possess a Bachelor's Degree and at least 5 years of relevant investment sales experience. Proficiency in Microsoft applications and required FINRA licenses are essential.
This position supports hybrid work for applicants residing within specified counties.
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