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creditunionofsoutherncalifornia.com
The Financial Advisor role at CU SoCal involves servicing existing clients and expanding a new base of members within the Wealth Management team, associated with LPL Financial. This position requires a consultative approach to wealth management, utilizing comprehensive financial planning and a strong referral system to build a robust client list. The role operates on a hybrid schedule with a base pay plus commission structure, emphasizing professional competence and relationship building.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for creditunionofsoutherncalifornia.com.
17% below the average for this role