Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Financial Advisor with San Francisco Federal Credit Union, you’ll be the trusted face of investment and insurance solutions within our branches, helping members make confident, values-based financial decisions. You’ll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions. This is a mission-driven opportunity to help San Franciscans build brighter financial futures.

Responsibilities

Partner closely with branch teams and community centers of influence to grow your book of business.
Deepen relationships with members.
Deliver tailored financial solutions that support every stage of our members’ lives.
Build a strong client base with the credit union’s exceptional referral system.
Find new clients via the credit union’s member base.
Create client solutions without proprietary products.
Grow your business with LPL’s combination of tools, technology, and support.
Capitalize on the credit union’s reputation and community standing.

Requirements

Series 7 and 66 (63/65) required.
Insurance license required.
Three or more years of investment sales experience.

Location

San Francisco, CA

Work Type

Full-time

Experience Level

3+ years of investment sales experience

Salary/Compensations

$80,000 - $120,000

Benefits

Access to LPL’s proprietary technology and a suite of customized services.
An open architecture platform with access to thousands of investment products from leading third-party product sponsors.
Resources and expertise across the firm to help create client solutions.
The freedom to create solutions specific to your client’s goals.
Sales incentive compensation.

About the Company

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.
San Francisco Federal Credit Union is a credit union located in San Francisco, CA.