Description
Orange County’s Federal Credit Union is hiring an Associate Financial Advisor (Centralized Financial Advisor) to manage member referrals and existing investment accounts, conduct financial reviews, prepare personalized financial plans, recommend investment and insurance solutions, and maintain compliant client records. The role requires at least two years of experience in personal investment products, wealth management, banking, or insurance, plus Series 7 and Series 66 (or Series 63 and Series 65) registration. After training, the position is hybrid-eligible with three days of pre-assigned on-site attendance and requires California residency and living within a 50-mile commute of the Santa Ana headquarters. Benefits include health, dental, vision, retirement matching, paid time off, and commission-based compensation.
