Financial Advisor

San Francisco Federal Credit Union; San Francisco (CA); Presencial; USD 85.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Comprehensive benefits

Professional growth

Descripción de la vacante

San Francisco Federal Credit Union is seeking a Financial Advisor for the Golden Gate location in San Francisco. You will serve as a trusted partner to members, providing personalized investment and insurance guidance within our branch network, helping them achieve financial goals with world-class service.

The role emphasizes building long-term relationships, consulting on retirement, investment, and risk management solutions, and collaborating with branch teams to expand the member book, while

Formación

• Minimum of 3 years of investment sales experience.
• High school diploma is required.
• Licenses/Certifications: Active Series 7, 63 and 65 or 66 registrations; active state life insurance license (Registration with state insurance must be obtained within six months of hire.)

Responsabilidades

• Build meaningful relationships with members by taking a consultative, goals-based approach to understanding their financial needs and recommending personalized investment, retirement, and insurance solutions.
• Grow and manage your book of business by deepening existing member relationships and developing new opportunities through referrals, networking, and community engagement.
• Serve as the trusted financial advisor for your assigned branches, partnering with members through every stage of their financial journey.
• Collaborate with Branch Managers, Universal Bankers and other member-facing teams to identify opportunities, strengthen referral partnerships, and contribute to a culture of shared success.
• Expand your community presence by developing relationships with local centers of influence and hosting financial education seminars, workshops, and branch events that empower members and attract new business.
• Deliver a world-class member experience through responsive, proactive service that builds long-term trust and loyalty.
• Maintain the highest standards of ethics, professionalism, and regulatory compliance while safeguarding members' best interests.
• Achieve individual sales and business development goals while contributing to the continued growth and mission of the credit union.

Conocimientos

Investment sales

Relationship-building

Regulatory compliance

Microsoft Office

Educación

High school diploma

Herramientas

Broker-dealer platforms

Descripción del empleo

Who Are We?

With an “A” health rating and solid year-over-year growth, San Francisco Federal’s (SFF) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco, San Mateo, Alameda, and Contra Costa Counties. Continuing along it highly successful growth trajectory, San Francisci Federal is seeking a Financial Advisor for our Golden Gate in San Francisco.

Who Are We?

With an “A” health rating and solid year-over-year growth, San Francisco Federal’s (SFF) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco, San Mateo, Alameda, and Contra Costa Counties. Continuing along it highly successful growth trajectory, San Francisci Federal is seeking a Financial Advisor for our Golden Gate in San Francisco.

The Position

If you are a motivated financial professional who enjoys building meaningful relationships and helping people achieve their financial goals, this is an opportunity to make a lasting impact. As a Financial Advisor with San Francisco Federal Credit Union, you will serve as a trusted partner to our members, providing personalized investment and insurance guidance within our branch network. By understanding each member’s unique needs and values, you will empower them to make confident financial decisions, while building long‑term relationships founded on trust and world‑class service.

Key Responsibilities

• Build meaningful relationships with members by taking a consultative, goals‑based approach to understanding their financial needs and recommending personalized investment, retirement, and insurance solutions.
• Grow and manage your book of business by deepening existing member relationships and developing new opportunities through referrals, networking, and community engagement.
• Serve as the trusted financial advisor for your assigned branches, partnering with members through every stage of their financial journey.
• Collaborate with Branch Managers, Universal Bankers and other member‑facing teams to identify opportunities, strengthen referral partnerships, and contribute to a culture of shared success.
• Expand your community presence by developing relationships with local centers of influence and hosting financial education seminars, workshops, and branch events that empower members and attract new business.
• Deliver a world‑class member experience through responsive, proactive service that builds long‑term trust and loyalty.
• Maintain the highest standards of ethics, professionalism, and regulatory compliance while safeguarding members' best interests.
• Achieve individual sales and business development goals while contributing to the continued growth and mission of the credit union.

Who Are You?

Required Qualifications

• Minimum of 3 years of investment sales experience.
• High school diploma.
• Licenses/Certifications: Active Series 7, 63 and 65 or 66 registrations; active state life insurance license ( Registration with state insurance must be obtained within six months of hire.)
• Broad knowledge of investment, insurance, and financial planning solutions.
• Strong communication and relationship‑building skills, with the ability to inspire member confidence and build lasting relationships.
• Proficiency in Microsoft Office and broker‑dealer platforms.

Preferred Qualifications

• Financial Institution experience
• Certified Financial Planner (CFP) certification

Why You’ll Love It Here

At San Francisco Federal Credit Union, you’ll be part of a mission‑driven organization that puts people first—our members, our community, and our employees. We combine the relationship‑focused values of a local financial institution with meaningful opportunities to grow your career, expand your impact, and help members make confident financial decisions.

Benefits

• Competitive compensation with incentive opportunities
• A comprehensive benefits package designed to support your well‑being
• Supportive leadership and opportunities for professional growth
• A collaborative, world‑class service‑oriented culture where your work makes a visible difference
• The opportunity to strengthen the financial well‑being of members and the communities we serve

Work Environment And Physical Requirements

• Regularly performs work in a branch and office environment, including prolonged periods of sitting with occasional movement throughout the day; must be able to lift to 15 lbs. as needed.
• Travel between assigned branch locations is required; occasional evening or weekend availability may be needed to support member events, community outreach, or business needs.
• Effective written and verbal communication skills are essential to successfully engage with members, collaborate with internal partners, and represent the credit union professionally.

Required Disclosures

These investment products and services are offered through LPL Financial or its affiliates, which are separate entities from, and not affiliates of San Francisco Federal Credit Union. SFF is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFF does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.