Investment Advisor II — Financial Planning & Client
Listed on 2026-10-06
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Patelco Credit Union seeks an experienced investment advisor to help members achieve their financial goals with personalized guidance and a broad range of investment products. The role covers the North Peninsula branches and emphasizes service, education, and long-term relationships.
You will assess client needs, develop strategies, conduct periodic reviews, and stay current on market conditions while collaborating with branch teams and program managers in a supportive, member-first culture.
Join us at Patelco Credit Union as our next Investment Advisor II — Financial Planning & Client Growth in San Bruno, CA, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment Advisor II — Financial Planning & Client Growth role in the description above.
We appreciate your interest in this position.
Join Patelco Credit Union and contribute to our ongoing work.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).