CommunityAmerica Credit Union

Wealth Advisor



As a Wealth Advisor, you play a pivotal role in helping our members achieve their long-term financial goals. You'll develop customized financial plans and offer investment recommendations to support their financial future.  

Duties & Responsibilities

  • Analyze investment strategies and provide well-informed recommendations to our 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.  
  • Initiate outbound calls to members sourced from various lead lists and cultivate referrals from credit union employees.  
  • Attend credit union functions and other community meetings, as necessary.  
  • Promote honest and open communication and demonstrate behaviors that align with the credit union’s values and leadership characteristics.  
  • Collaborate with other credit union departments to ensure the workflow and processes deliver the best possible service to our members.  


Education and Experience 

  • Bachelor’s degree and a minimum of two 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.  
  • Understanding of credit union operations.  
  • Exceptional customer service skills, including effective follow-up. 
  • Strong analytical abilities, enabling you to define problems, collect data, establish facts and draw valid conclusions, with the capability to handle both abstract and concrete variables.  
  • Effective public speaking skills for addressing to groups of staff and members when necessary.  
  • Exceptional written and verbal communication skills, with a proven ability to articulate ideas clearly and persuasively in both written documents and verbal discussions.
  • Ability to resolve interpersonal conflict and miscommunications.


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