Financial Advisor - San Francisco Federal Credit Union

About the role

This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal Credit Union as a Financial Advisor associated with LPL Financial.

Responsibilities

• Build a strong client base with the credit union’s exceptional referral system
• Partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions
• Find new clients via the credit union’s member base
• Create client solutions without proprietary products
• Grow your business with LPL’s combination of tools, technology, and support
• Capitalize on the credit union’s reputation and community standing

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Qualifications

The ideal candidate will have a proven track record in investment sales and a passion for helping clients achieve their financial goals. Strong interpersonal skills and a collaborative approach are essential.

Skills

• Exceptional communication and relationship-building skills
• Ability to work independently and as part of a team
• Strong analytical and problem-solving skills
• Knowledge of financial planning and investment strategies

Benefits

• Access to proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Pay

$80,000 - $120,000

Schedule

Full-time position