Financial Service Advisor

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Financial Service Advisor

Scheduled Weekly Hours:

40

Salary for this position is a base salary of $66,560 plus 20% commission on business generated.

What You’ll Be Doing

Provides excellent service to Members seeking information on alternative investment products offered through broker/dealer. Assists Members with financial planning, including but not limited to mutual funds, securities transactions and/or life insurance, 529 plans.

• Discusses financial investment alternatives with Members. Evaluates Member’s goals, risk tolerance and suggests appropriate investments.
• Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
• Proactively engage with a portfolio of Members to discuss their comprehensive investments needs.
• Updates SchoolsFirst FCU team on products and services offered through the investment program.
• Ensures required compliance documents are completed. Maintains regular contact with OSJ.
• Offers financial review sessions for all Members at least annually.
• Initiates Member investment selections and records transactions with broker/dealer.
• Schedules and conducts meetings with Members via phone and virtually through video conference.
  
  

Additional Job Functions

• Performs other duties as assigned
• Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
  
  

Qualifications

• Bachelor's Degree or equivalent years of experience required
• 3-5 years of previous related experience required
• Previous experience selling mutual funds, securities and insurance required
• Certifications or licenses including Series 7, 63, and 65 or 66. California Insurance License
  
  

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.