Financial Advisor CA
Wealth Management Registered Representative II
Currently the opening is available at the CoastHills’ Crossroads branch located on 2364 S Bradley in Santa Maria, CA.
Primary Purpose for Financial Advisor CA
The primary purpose of this job is to assist the Credit Union to achieve its mission to make a difference in our neighbors’ lives. This is accomplished by providing outstanding service to both internal and external members. Additionally, under general supervision of the Vice President, Wealth Management, the Registered Representative is responsible for performing a wide variety of duties relating to soliciting, selling and servicing securities and insurance products to Credit Union clients and preparing tax returns. A Registered Representative promotes and maintains a positive image of the Credit Union.
Education and Experience for Financial Advisor CA
A Bachelor’s degree in Business Administration, Management, Finance, Marketing or related field; or equivalent combination of education and experience.
Wealth Management’s initial training program will consist primarily of preparing candidates for the following securities and insurance industry exams. Passing all exams by the predetermined date will be required prior to moving to the next phase of training.
Certificates, Licenses and Registrations for Financial Advisor CA
Series 7 General Securities Representative License
Series 63 State Uniform Securities Agent License
Series 65 State Uniform Investment Advisor License
California Life and Health Insurance License
Ability to obtain a valid driver’s license and provide proof of insurance
Please use the Quick Shares below to send these career opportunities out to your social media sites to help others such as Facebook, Twitter>>>>>>>>>>>>.
When you get employed, reach back and help a fellow Service men and women over the wall.
What goes around, comes around. Help when and where you can.
You, a family member or friend could be next to need a job
Military-Civilian: Hot Jobs, Events, and Helpful Information for Veterans Seeking Civilian Careers