Talent.com
Financial Advisor San Francisco Federal Credit Union

Financial Advisor San Francisco Federal Credit Union

LPL FinancialSan Francisco, CA, US
30+ days ago
Job type
  • Full-time
Job description

Financial Advisor

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.

The Investment Program at San Francisco Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to San Francisco Federal Credit Union for financial solutions. 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.

    Pay Range : $50,000 - $200,000. The 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.

    Create a job alert for this search

    Financial Advisor • San Francisco, CA, US

    Related jobs
    • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce94161 San Francisco, CA, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Wealth Advisor - Schwab Wealth Advisory (Tiburon)

    Wealth Advisor - Schwab Wealth Advisory (Tiburon)

    Charles SchwabTiburon, CA, United States
    Full-time
    At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together....Show moreLast updated: 16 hours ago
    • Promoted
    Financial Consultant - Marin, CA

    Financial Consultant - Marin, CA

    Fidelity InvestmentsLarkspur, CA, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 3 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce94158 San Francisco, CA, US
    Full-time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Client Service Associate-San Jose, CA

    Senior Client Service Associate-San Jose, CA

    RK PartnersSan Jose, CA, US
    Full-time
    AM – 5 : 00 PM, Monday–Friday.Are you an experienced client service professional looking to grow in the financial services industry? Join our San Jose client, where they combine the resou...Show moreLast updated: 1 day ago
    • Promoted
    Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)

    Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)

    Charles SchwabAlbany, CA, United States
    Full-time
    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitme...Show moreLast updated: 5 days ago
    • Promoted
    Letter of Credit Product Advisory - Vice President

    Letter of Credit Product Advisory - Vice President

    JPMorganChasePalo Alto, CA, United States
    Full-time
    Are you excited to provide best in class client experience to our customer base? You will be the Letter of Credit Product Advisor - Vice President within the Commercial Bank, partnering with Commer...Show moreLast updated: 4 days ago
    Wealth Management Advisor - San Francisco, CA

    Wealth Management Advisor - San Francisco, CA

    TIAAUSA, California, San Francisco
    Full-time
    Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice throug...Show moreLast updated: 22 days ago
    • Promoted
    • New!
    Director, Financial Planning (San Francisco - Danville / Walnut Creek)

    Director, Financial Planning (San Francisco - Danville / Walnut Creek)

    Edelman Financial Engines, LLCDanville, CA, United States
    Full-time
    At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...Show moreLast updated: 10 hours ago
    • Promoted
    • New!
    VP, Financial Consultant - San Francisco, CA (Mission Rock)

    VP, Financial Consultant - San Francisco, CA (Mission Rock)

    Charles SchwabAlbany, CA, US
    Full-time
    Click the link below to review our Investment Professionals' incentive structure.Investment Professionals' Compensation | Charles Schwab. Here, innovative thought meets creative problem solving, hel...Show moreLast updated: 4 hours ago
    Wealth Management Advisor - Walnut Creek, CA

    Wealth Management Advisor - Walnut Creek, CA

    TIAAUSA, California, Walnut Creek
    Full-time
    Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice throug...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant - San Francisco, CA

    Financial Consultant - San Francisco, CA

    Fidelity InvestmentsSan Francisco, CA, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    VP, Financial Consultant - San Francisco, CA

    VP, Financial Consultant - San Francisco, CA

    Charles SchwabStinson Beach, CA, United States
    Full-time
    Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants. Click the link below to review our Investment Professionals’ incentive stru...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Wealth Advisor - Schwab Wealth Advisory (SAN FRANCISCO)

    Wealth Advisor - Schwab Wealth Advisory (SAN FRANCISCO)

    Charles SchwabSAN FRANCISCO, CA, US
    Part-time
    At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together....Show moreLast updated: 18 hours ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Edward JonesCastro Valley, CA, US
    Full-time
    This job posting is anticipated to remain open for 30 days, from 29-Sep-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Wealth Advisor - Schwab Wealth Advisory (Albany)

    Wealth Advisor - Schwab Wealth Advisory (Albany)

    Charles SchwabAlbany, CA, US
    Part-time
    At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together....Show moreLast updated: 18 hours ago
    • Promoted
    Financial Consultant - Dublin, CA

    Financial Consultant - Dublin, CA

    Fidelity InvestmentsDublin, CA, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 3 days ago
    • Promoted
    Wealth Advisor - Schwab Wealth Advisory

    Wealth Advisor - Schwab Wealth Advisory

    Charles SchwabSan Francisco, CA, United States
    Full-time
    Position Type : Regular Your opportunity At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo...Show moreLast updated: 27 days ago
    • Promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles SchwabAlbany, CA, United States
    Full-time
    At Schwab, you're empowered to make an impact on your career.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,424 per week in San Rafael, CA

    Travel Physical Therapist (PT) - $2,424 per week in San Rafael, CA

    AlliedTravelCareersSan Rafael, CA, US
    Full-time
    AlliedTravelCareers is working with Medical Solutions to find a qualified Physical Therapist (PT) in San Rafael, California, 94901!. A facility in San Rafael, CA is seeking its next amazing PT (Phys...Show moreLast updated: 30+ days ago