CommunityAmerica Credit Union

Private Wealth Advisor



This position is responsible for helping members achieve their long term financial goals by developing customized financial plans and making investment recommendations to support that plan.  

Duties & Responsibilities

  • Analyze investment strategies and make recommendations to members.  
  • Achieve sales/production goals to ensure revenue projections are met.  
  • Stay abreast of the investment tools and services available that can maximize performance.  
  • Ensure business activities and investment recommendations are in compliance with rules and regulations.  
  • Make outbound calls to members from various lead lists.  
  • Generate referrals from credit union employees.  
  • Attend credit union functions and other community meetings, as necessary.  
  • Promote honest and open communication throughout the credit union.  
  • Demonstrate behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics.  
  • Work with other credit union departments to insure the workflow or process is providing the best service to the members.  


Education and Experience 

  • Bachelor’s degree and two or more years experience in a related investment role is required.  
  • FINRA Series 7 & 66 strongly preferred. 
  • 63 & 65 licensing can be in place of 66.  
  • Previous investment experience in a bank or credit union environment is preferred.

Knowledge, Skills and Abilities 

  • Strong knowledge of managing financial investments and appropriate investing regulations.  
  • Knowledge of credit union operations.  
  • Strong customer service skills, including follow-up, as needed.  
  • Ability to apply principles of logical thinking to define problems, collect data, establish facts and draw valid conclusions. Must be able to deal with abstract and concrete variables.  
  • Ability to speak effectively to groups of staff and members, as needed.  
  • Ability to communicate effectively in writing and orally.  
  • Ability to resolve interpersonal conflict and miscommunications.  
  • Knowledge of spreadsheet and word processing software. 


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