Trusted Financial Advisor for Retirement & Wealth Planning

Mission Fed Credit Union; San Diego (CA); Sur place; USD 63 000 - 77 000; Plein temps

Avantages offerts par ce poste

PTO 18 days

12 paid holidays

401(k) 6% match

Medical/Dental/Vision

Life insurance

Wellness resources (on-site gym)

Career development

Award-winning culture

Résumé du poste

Mission Federal Credit Union in San Diego, CA is seeking an experienced Financial Advisor to deliver comprehensive planning and personalized investment advice, helping members achieve retirement readiness, wealth accumulation, and insurance solutions. You will build trusted relationships, guide clients through strategies, and expand the client base through proactive outreach and referrals.

Qualifications include at least 3 years in financial advisory, active Series 7 and 66, plus

Qualifications

• Minimum 3 years of experience in financial advisory, wealth management, investments, banking, brokerage, or a related financial services environment.
• Active FINRA Series 7 and Series 66 licenses.
• Active Life, Health, and Variable Annuity Insurance License.
• Proven success building client relationships and growing a book of business through a consultative approach.
• Strong knowledge of retirement planning, investment management, insurance solutions, and wealth accumulation strategies.

Responsabilités

• Deliver comprehensive financial planning and investment advice tailored to each member's unique goals and circumstances.
• Guide members through retirement planning, investment management, income planning, insurance strategies, and wealth-building solutions.
• Build and deepen long-term relationships through proactive outreach, ongoing reviews, and exceptional service.
• Partner closely with branch leaders and employees to identify member needs and generate qualified referrals.
• Develop and maintain a strong pipeline through internal partnerships, referrals, and business development activities.
• Educate members and employees on financial wellness, retirement readiness, and available investment solutions.
• Ensure all client interactions, recommendations, and business activities meet regulatory and compliance standards.
• Stay informed on market trends, investment products, and industry developments to provide timely, informed guidance.

Connaissances

Client relationships

Retirement planning

Investment management

Insurance solutions

Wealth accumulation strategies

Travel within market

Formation

Bachelor's degree in Finance, Business, Economics, Financial Planning, or related field

Outils

Series 7 license

Series 66 license

Life/Health/Variable Insurance License

Description du poste

Mission Federal Credit Union in San Diego, CA is seeking an experienced Financial Advisor to deliver comprehensive planning and personalized investment advice, helping members achieve retirement readiness, wealth accumulation, and insurance solutions. You will build trusted relationships, guide clients through strategies, and expand the client base through proactive outreach and referrals.

Qualifications include at least 3 years in financial advisory, active Series 7 and 66, plus