Investment & Financial Planning Advisor
Job in
Chino, San Bernardino County, California, 91708, USA
Listed on 2026-09-04
Listing for:
SchoolsFirst Federal Credit Union
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Schools First Federal Credit Union is seeking a Financial Advisor in California to provide investment guidance and financial planning to Members. The role includes discussing alternatives, managing transactions, and maintaining compliance with the broker/dealer program.
Applicants should hold a Bachelor’s degree or equivalent experience, 7–10 years of relevant work, and licenses including Series 7/66 or Series 63/65 plus a California Insurance License. DMV program participation may be required.
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