What are the responsibilities and job description for the Financial Advisor position at SAN FRANCISCO FEDERAL CREDIT UNION?
Who Are We?
With an “A” health rating and solid year-over-year growth, San Francisco Federal’s (SFF) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco, San Mateo, Alameda, and Contra Costa Counties. Continuing along it highly successful growth trajectory, San Francisci Federal is seeking a Financial Advisor for our Golden Gate in San Francisco.
The Position
If you are a motivated financial professional who enjoys building meaningful relationships and helping people achieve their financial goals, this is an opportunity to make a lasting impact. As a Financial Advisor with San Francisco Federal, you will serve as a trusted partner to our members, providing personalized investment and insurance guidance withing our branch network. By understanding each member’s unique needs and values, you will empower them to make confident financial decisions, while building long-term relationships founded on trust and world-class service.
- Build meaningful relationships with members by taking a consultative, goals-based approach to understanding their financial needs and recommending personalized investment, retirement, and insurance solutions.
- Grow and manage your book of business by deepening existing member relationships and developing new opportunities through referrals, networking, and community engagement.
- Serve as the trusted financial advisor for your assigned branches, partnering with members through every stage of their financial journey.
- Collaborate with Branch Managers, Universal Bankers and other member-facing teams to identify opportunities, strengthen referral partnerships, and contribute to a culture of shared success.
- Expand your community presence by developing relationships with local centers of influence and hosting financial education seminars, workshops, and branch events that empower members and attract new business.
- Deliver a world-class member experience through responsive, proactive service that builds long-term trust and loyalty.
- Maintain the highest standards of ethics, professionalism, and regulatory compliance while safeguarding members' best interests.
- Achieve individual sales and business development goals while contributing to the continued growth and mission of the credit union.
Who Are You?
- Minimum of 3 years of investment sales experience.
- High school diploma.
- Licenses/Certifications: Active Series 7, 63 and 65 or 66 registrations; active state life insurance license. o Registration with state insurance must be obtained within six months of hire
- Broad knowledge of investment, insurance, and financial planning solutions.
- Strong communication and relationship-building skills, with the ability to inspire member confidence and build lasting relationships.
- Proficiency in Microsoft Office and broker-dealer platforms.
Preferred Qualifications:
- Financial Institution experience
- Certified Financial Planner (CFP) certification.
Why You’ll Love It Here
You’ll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same—and that’s exactly how you like it.
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
SFF is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFF does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.