Financial Advisor — Build Wealth & Community in SF

San Francisco Federal Credit Union; San Francisco (CA); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Professional growth

Job summary

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

Qualifications

• 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.)

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.

Skills

Investment sales

Relationship-building

Regulatory compliance

Microsoft Office

Education

High school diploma

Tools

Broker-dealer platforms

Job description

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