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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:
CESalary Pay Range for This Position:
$70,304.00 - $115,000.00POSITION 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, please note applicants are required to reside within our Wescom service 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.Skills Required
- Bachelor's Degree
- Minimum of 5 years investment sales experience
- FINRA Series 7 certification
- FINRA Series 65 or 66 certification
- California Department of Insurance Life and Disability license
What We Do
Bank Better. Wescom Financial is dedicated to helping Californians build the best financial lives by delivering a full array of banking products, services, and support member’s needs - a mission we have held for more than 90 years. Wescom does this through relevant and accessible financial education, superior digital banking tools, lower loan rates and fees, and higher savings yields. Today, Wescom serves more than a quarter million individuals both online and through its top-rated mobile app as well as in its 30 branches across Southern California and Central California. Insured by NCUA. Committed to our Communities Wescom is proud to be named one of "America’s Best Regional Banks and Credit Unions” by Newsweek in 2024 and 2025, and a Great Place to work in 2023 and 2024, reflecting our commitment to both our members and team members alike. The Wescom Foundation, created by Wescom Financial employees, supports community-based organizations through strategic grantmaking and community engagement. Since its founding, the Wescom Foundation and members donated $6.4 million through grants to nonprofits uplifting at-risk youth, combating food insecurity, providing crisis shelter for victims of domestic violence, and working to eradicate devastating diseases. Headquarter in Pasadena, California, Wescom is proud to be the official banking partner of UCLA Alumni Association, UCLA Athletics, UCLA Campus Life and Recreation, UCLA Dashew Center for International Students, The Rose Bowl Stadium, and Knott’s Berry Farm, including Knott’s Soak City Water Park, Knott’s Berry Farm Marketplace, and the Knott’s Hotel.
