Financial Advisor
: Job Details :

We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based and suitable investment solutions to our credit union members. Your expertise will support a wide range of members, from those just starting to save to those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences. Minimum Qualifications (Licenses, Education, Experience, Skills)Bachelor's degree in a related field 5 years' experience as a financial advisor. FINRA Series 7 and combination of Series 63/65 or 66 license California life insurance license with the ability to transact variable contracts. Clean CRD/ U 4 record. CFP designation (preferred) or intention to obtain CFP designation within 2 years of employment Proven history and track record of successful, results-driven prospecting and referral follow-up of existing credit union members or ba...Financial Advisor, Financial Planning, Advisor, Financial, Banking