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:
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:
Whatever your vision of success, we’re with you every step of the way.
Requirements:
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.Financial Advisor - San Francisco Federal Credit Union • San Francisco, CA
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 more
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... Show more
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.... Show more
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... Show more
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... Show more
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... Show more
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... Show more
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... Show more
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... Show more
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... Show more
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... Show more
Private Wealth Management (PWM).Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as wel... Show more
Associate, Technology Financial Advisory Practice.We are passionate about our business and our culture, and are seeking individuals with that same drive.We are currently seeking an experienced Asso... Show more
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.... Show more
Private Wealth Management (PWM).Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as wel... Show more
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients.With a 26-year history of consistent growth and success, we are an independent wealth and... Show more
Oppenheimer Investment Banking Associate.Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad r... Show more
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... Show more
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.... Show more
Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gro... Show more
