Wealth Advisor- Los Angeles area

Job description

Summary CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with $9 billion in assets and more than 600,000 members nationwide . As a not-for-profit financial institution, we are deeply committed to improving the financial well-being of our members and the communities we serve. We are seeking a dynamic and member-focused Wealth Advisor to join our growing team. In this role, you will partner closely with members to help them achieve long-term financial success through personalized financial planning and thoughtful investment strategies. What Makes This Opportunity Unique: As a Wealth Advisor at CommunityAmerica, you will work with a dedicated and engaged membership base comprised of employees and retirees of major companies —a client population that values long-term relationships, personalized guidance, and trust. This role offers the opportunity to build lasting advisory partnerships within an area of focused growth , supported by an established brand and strong internal referral channels. Key Responsibilities: - Build trusted relationships with members by understanding their financial goals, values, and life stages - Develop comprehensive financial...