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Financial Advisor: Build Member Relationships
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-02-28
Listing for:
San Francisco Federal Credit Union
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A credit union in California is seeking a Financial Advisor for the Golden Gate Branch in San Francisco. In this role, you will connect with members to guide them in achieving their financial goals through investment and insurance solutions. You will work collaboratively with branch teams, build relationships, and host financial literacy events. Ideal candidates will have 3-5 years of investment sales experience and licenses in securities and life insurance.
This position offers a competitive compensation package and benefits.
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