Company: Wescom Central Credit Union
Posted on: November 19, 2023
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application Current Wescom Employees: Please visit the Career
Center in Workday to search and apply for a current job opening. We
value and rely on the unique talents and contributions of our
employees to absolutely excel in member engagement by Delivering
Signature Experience. Salary Grade: CE Salary Pay Range for This
Position: $58,240.00 - $91,000.00 POSITION SUMMARY: Meet with and
profile credit union members in order to determine the most
appropriate products to meet their long term financial goals.
Provide advice and guidance regarding retirement planning, college
funding, long term investing the members' financial health.
Responsible for providing suitable recommendations that meet the
needs of the member over the long term. Provides branch staff with
training to help them identify qualified referrals. Also works
closely with branch management to develop business plans that
support the investment goals established for the branches.
ESSENTIAL POSITION FUNCTIONS: Identify and evaluate member needs
for investment services, assess the objectives and goals of the
member, and develop financial plans. Develop and maintain long term
relationships based on trust and respect for members. Stay current
on investment products and services offered by WFS. Follow all
regulatory requirements set forth by FINRA, SEC, and California
Department of Insurance. Must stay current on WFS written
supervisory procedures and compliance memos. Required to work
closely with RMSR's/ MSRIII's to help them improve their product
knowledge; and to help them meet or exceed their monthly referral
and production goals. Participate in weekly conference calls,
submit weekly sales reports and attend monthly sales meetings.
EDUCATION AND EXPERIENCE: Bachelor's Degree and a minimum of 5
years investment sales experience. COMPUTER SKILLS: Proficient in
Microsoft Applications (Word, Excel, Power Point, Outlook).
CERTIFICATES, LICENSES, REGISTRATIONS: Required FINRA Series 7, 65
or 66, and California Department of Insurance Life and Disability.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply and divide
in all units of measure, using whole numbers, common fractions and
decimals. Ability to compute rates, ratios and percent and to draw
and interpret bar graphs. PHYSICAL DEMANDS: The physical demands
described here are representative of those that must be met by an
employee to successfully perform the essential functions of this
job. While performing the duties of this job, the employee is
frequently required to stand; walk; sit; use hands to finger,
handle or feel; reach with hands and arms, climb or balance, stoop
kneel, crouch, crawl; talk or hear and taste or smell. The employee
must occasionally lift and/or move up to 10 pounds. Vision
abilities required by this job include close vision, distance
vision, color vision, peripheral vision, depth perception and
ability to adjust focus. WORK ENVIRONMENT: The work environment
characteristics described here are representative of those an
employee encounters while performing functions of this job. The
noise level in the work environment is moderately quiet. It is a
non-smoking environment. The above job requirements are
representative of minimum levels of knowledge, skills, and
abilities. The marginal functions have not been included.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. This job
description in no way implies that these are the only duties to be
performed. An employee will be required to follow any other
job-related instructions and duties as requested by the supervisor
and/or management. If you are applying for a Hybrid/Remote
position, pleasenoteapplicants are required to reside within
ourWescomservice areas which are defined as the following counties:
Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa
Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced,
Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa
Cruz, Stanislaus and Tulare counties.
Keywords: Wescom Central Credit Union, Pasadena , Financial Advisor, Accounting, Auditing , Pasadena, California
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