O

Wealth Advisor

salary Salary :

$75,000 - 100,000 yearly

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
Apply Now
icon loader Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications
happy man
thunder iconActivate JobCopilot

Job Description - Wealth Advisor



Full-time


Description

Dive into Your Future as a Wealth Advisor I at OceanAir Federal Credit Union!

Are you passionate about helping people achieve their financial dreams? Do you love talking about investments, financial planning, and building lasting relationships? If you’re ready to bring your energy and expertise to a fun, member-focused team, OceanAir Federal Credit Union wants YOU as our next Wealth Advisor I!

What You'll Do:

  • Meet with members to assess financial needs and recommend smart solutions.
  • Open and service investment advisory accounts with periodic reviews.
  • Co-develop and execute business plans to grow your market.
  • Educate branch employees and host financial planning seminars.
  • Make outbound calls and attend local events to generate prospects.
  • Practice our core values: Make It Right, Make It Easy, Make It Personal.

Must-Haves:

  • CA Life, Accident and Health License
  • FINRA SIE (Securities Industry Essentials)
  • FINRA Series 7
  • FINRA Series 66 OR Series 63 AND Series 65

Preferred Credentials:

  • Certified Financial Planner (CFP®)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)

What We’re Looking For:

  • Understanding of basic financial concepts and planning.
  • Excellent communication and relationship-building skills.
  • Tech-savvy with Microsoft Office and internet tools.
  • Detail-oriented, organized, and results-driven.
  • Team player with a passion for helping others.

Work Details:

  • Department: Wealth Management
  • Reports To: AVP, Wealth Management
  • Status: Non-Exempt
  • Schedule: 40 hours/week, with occasional overtime and travel for seminars or conferences.

Ready to make waves in the financial world? Apply now and become part of a team that’s making a real difference. At OceanAir Federal Credit Union, we’re not just about finances—we’re about people, passion, and purpose!


Salary Description

$75,000 - 100,000 annually

Original job Wealth Advisor posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Apply Now
Share Job
Share Job

Auto-Apply to Wealth Advisor Jobs with your AI JobCopilot

thunder icon Auto-Apply with AI

Similar Wealth Advisor Jobs in the US

GrabJobs is the no1 job portal in the US, connecting you to thousands of jobs fast! Find the best jobs in the US, apply in 1 click and get a job today!

Mobile Apps

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.