Talent.com
LPL Financial
Financial Advisor - San Francisco Federal Credit UnionLPL Financial • San Francisco, CA
Financial Advisor - San Francisco Federal Credit Union

Financial Advisor - San Francisco Federal Credit Union

LPL Financial • San Francisco, CA
Hace más de 30 días
Salario
80.000,00 US$ anual
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Credit Union

Financial Advisor – San Francisco Federal Credit Union

Your career path should lead to real opportunity

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

If you’re a motivated financial professional who thrives on connecting with people and helping them achieve their dreams, this is your chance to make an impact!


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 that support every stage of our members’ lives.

This is more than a sales role — it’s a mission-driven opportunity to help San Franciscans build brighter financial futures. This position will offer:

  • The ability to build a strong client base with the credit union’s exceptional referral system
  • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union’s member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL’s combination of tools, technology, and support
  • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our 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 you create client solutions
  • The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

Requirements:

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

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with San Francisco Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union.

Tracking # 1-05026674

Pay Range:$80,000 - $120,000The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Crear una alerta de empleo para esta búsqueda

Financial Advisor - San Francisco Federal Credit Union • San Francisco, CA

Ofertas similares

Client Advisor- San Francisco

Tiffany & Co.San Francisco, CA, United States
A tiempo completo

We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex... Mostrar más

 • Oferta promocionada

Financial Advisor

TradeJobsWorkforce94171 San Francisco, CA, US
A tiempo completo

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Mostrar más

 • Oferta promocionada

Wealth Management Seasonal Client Associate - Private Wealth San Francisco Market

Bank of AmericaSan Francisco, CA, United States
A tiempo completo

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one... Mostrar más

 • Oferta promocionada

J.P. Morgan Wealth Management – Private Client Advisor - San Francisco, CA (Financial District [...]

JPMorganChaseSan Francisco, CA, United States
A tiempo completo

Morgan Wealth Management – Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas).Morgan Chase, we have an enthusiasm for helping our clients, taking care of our empl... Mostrar más

 • Oferta promocionada

AWM, Private Bank, Regional Lending Advisor, Vice President - San Francisco/ LA

Goldman Sachs Group, Inc.San Francisco, CA, United States
A tiempo completo

Asset & Wealth Management (AWM).Goldman Sachs empowers clients worldwide to reach their financial goals through advisor‑led planning, investment management, banking, and tailored lending solutions.... Mostrar más

 • Oferta promocionada

Floating Leasing Professional - San Francisco

GreystarSan Francisco, CA, United States
A tiempo completo

Floating Leasing Professional - San Francisco.Be among the first 25 applicants.Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investm... Mostrar más

 • Oferta promocionada

Leasing Specialist - San Francisco, CA

VetJobsSan Francisco, CA, United States
A tiempo completo

At Sentral, we are building a team of people-first focused individuals who thrive on going above and beyond.Ideal candidates will exemplify a can-do attitude, a growth mindset, and an entrepreneuri... Mostrar más

 • Oferta promocionada • Nueva oferta

Capital Markets Associate, Credit Fund - (Relo to San Francisco)

Coda Search¦StaffingSan Francisco, CA, United States
A tiempo completo

We are currently partnering with one of the world's premier Global Alternative Asset Managers (over $50 billion in AUM) to identify a high-caliber Capital Markets Associate.This is a pivotal role w... Mostrar más

 • Oferta promocionada

Financial Advisor - Greater San Francisco Bay Area

Thrivent Financial for LutheransSan Francisco, CA, United States
A tiempo completo

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Mostrar más

 • Oferta promocionada

Private Wealth Advisor

Norman AlexSan Francisco, CA, United States
A tiempo completo

Private Wealth Advisor – San Francisco, CA.Private Wealth Advisor Norman Alex • San Francisco, CA, United States.Top producing FA's and teams - we are recruiting for top tier advisors and teams thr... Mostrar más

 • Oferta promocionada

Senior Associate, Financial Advisory (New York and San Francisco)

ICONIQSan Francisco, CA, United States
A tiempo completo

Senior Associate, Financial Advisory (New York and San Francisco).ICONIQ Capital is a global investment firm elevated by an extraordinary community.With over $80B assets under management, we seek t... Mostrar más

 • Oferta promocionada

Financial Advisor

City National BankSan Francisco, CA, United States
A tiempo completo

Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage.The SFA maintains ove... Mostrar más

 • Oferta promocionada

Senior Wealth Advisor (San Francisco, CA)

Mercer AdvisorsSan Francisco, CA, United States
A tiempo completo

Senior Wealth Advisor (San Francisco, CA).For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, inve... Mostrar más

 • Oferta promocionada

Advisor, Startup Banking - San Francisco

RhoSan Francisco, CA, United States
A tiempo completo

Rho is the modern banking platform built for startups.Open accounts in minutes, issue cards, manage expenses, pay bills, and close the books all in one connected platform backed by real human supp... Mostrar más

 • Oferta promocionada

Financial Advisor

Northwestern Mutual Life Insurance CompanySan Francisco, CA, United States
A tiempo completo

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Mostrar más

 • Oferta promocionada

Client Advisor- San Francisco

Inside LvmhSan Francisco, CA, United States
A tiempo completo

We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex... Mostrar más

 • Oferta promocionada

Financial Advisor

San Francisco Federal Credit UnionSan Francisco, CA, United States
A tiempo completo

With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.San Francisco and San Mateo County.... Mostrar más

 • Oferta promocionada

Financial Advisor

Edward JonesRedwood City, CA, United States
A tiempo completo

Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clients and 20,000 financial advisors across the... Mostrar más

 • Oferta promocionada

Financial Professional - CA, San Francisco (5157)

Equitable AdvisorsSan Francisco, CA, United States
A tiempo completo

Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple: to make a difference in the lives of others.If you are passionate about h... Mostrar más

 • Oferta promocionada

AWM, Private Bank, Regional Lending Advisor, Vice President - San Francisco/ LA

The Goldman Sachs GroupSan Francisco, CA, United States
A tiempo completo

Asset & Wealth Management (AWM).Goldman Sachs empowers clients worldwide to reach their financial goals through advisor‑led planning, investment management, banking, and tailored lending solutions.... Mostrar más