Financial Advisor, Wealth Management

This role at CU SoCal in Financial Services would allow you to join the Wealth Management team as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are NOT employees of LPL Financial.

Financial Advisor will service any current clients and simultaneously expand their base of new Members/clients.

Business Hours: Monday – Friday 8:30AM – 5:30PM

*Based upon business needs, our positions may require working flexible hours, including evenings and weekends.

This position is based at our Fullerton, CA branch and offers a hybrid remote work arrangement, with on-site support at local branches to service our Members.

Why Work at CU SoCal?

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!

CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2025, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our second consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement!

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, explore CU SoCal career opportunities today!