Wealth Management Advisor

UNIFY Financial Credit Union is Now CommunityAmerica Credit Union. As of November 1, 2025, CommunityAmerica and UNIFY Financial Credit Union have joined forces. This merger is about growth with purpose. It allows us to expand our reach and help even more people across the country get on a path to thrive and achieve financial peace of mind.CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with $9 billion in assets and more than 600,000 members nationwide. As a not-for-profit financial institution, we are deeply committed to improving the financial well-being of our members and the communities we serve. We offer multiple branch locations in the Los Angeles Metro area: Hawthorne, Montebello, Glendale, Lakewood, Torrance and Huntington Beach. We are seeking a dynamic and member-focused Wealth Advisor to join our growing team. In this role, you will partner closely with members to help them achieve long-term financial success through personalized financial planning and thoughtful investment strategies. What Makes This Opportunity UniqueAs a Wealth Advisor at CommunityAmerica, you will work with a dedicated and engaged membership base comprised of employees and retirees of major companies—a client population that values long-term relationships, personalized guidance, and trust. This role offers the opportunity to build lasting advisory partnerships within an area of focused growth, supported by an established brand and strong internal referral channels. Key ResponsibilitiesBuild trusted relationships with members by understanding their financial goals, values, and life stagesDevelop comprehensive financial plans, including retirement, investment, insurance, and legacy strategiesProvide personalized investment recommendations aligned with members’ objectives and risk tolerancePartner with internal credit union teams to deliver a seamless, holistic member experienceGrow and manage a book of business through proactive outreach, referrals, and ongoing relationship managementWhy CommunityAmericaEstablished, financially strong institution with long-term growth initiativesBuilt-in access to a loyal membership base and referral opportunitiesMission-driven culture focused on people, not productsCompetitive compensation, benefits, and professional development supportCompensation:Base salary: $70,000–$100,000 per year, dependent on candidate’s experience and geographic locationCommission: Eligible for uncapped commission opportunities*This salary range reflects our anticipated pay scale for this role in California and meets the state’s requirement to provide a transparent compensation range directly in the job description*Please note there is some flexibility with location- we have several branches in the Redondo Beach, Hawthorne, CA area*