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Financial Advisor: Build Wealth & Client Relationships (Car Allowance

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Mission-Federal-Credit-Union
Full Time position
Listed on 2026-08-11
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 70304 - 95000 USD Yearly USD 70304.00 95000.00 YEAR
Job Description & How to Apply Below
Position: Financial Advisor: Build Wealth & Client Relationships (Car Allowance)

Mission Federal Credit Union in San Diego seeks a Financial Advisor to help members build, manage, and protect their financial futures through personalized investment and wealth management solutions.

You’ll develop financial plans, conduct portfolio reviews and retirement planning discussions, and meet with members through appointments, referrals, and proactive outreach, growing relationships across branches while staying compliant with FINRA and regulatory requirements.

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