Investment Services - Financial Advisor

Mission Fed•San Diego, CA

1d•Hybrid

About The Position

As a Financial Advisor, you'll help members build, manage, and protect their financial futures through personalized investment and wealth management solutions. If you're passionate about financial planning, enjoy developing long-term client relationships, and want to work for a trusted, member-focused organization, we'd love to hear from you. Our culture is guided by six core values: Integrity • Service • Commitment • Teamwork • Trust • Communication When you join Mission Fed, you’ll become part of an award-winning organization that invests in its people, supports professional growth, and remains deeply connected to the communities we serve.

Requirements

A minimum of 5 years of consumer lending and underwriting experience
At least 3 years of customer service experience
Strong understanding of consumer credit analysis, income evaluation, and repayment assessment
Excellent analytical, decision-making, and problem-solving skills
Exceptional verbal and written communication abilities
Strong relationship-building and collaboration skills
The ability to manage multiple priorities while maintaining service-level commitments
A high degree of professionalism, integrity, and confidentiality
Bachelor's degree or equivalent combination of education and experience.
Minimum of 2 years of sales experience in a business, financial services, banking, or related environment.
Active Series 7 and Series 66 licenses.
Active Life, Health, and Variable Annuity License, or ability to obtain within 3 months of hire.
Clean CRD/U4 record.
Valid driver's license with a satisfactory driving record.

Nice To Haves

Strong relationship-building and consultative sales skills.
Experience providing financial planning and investment advice.
Excellent verbal and written communication skills.
Strong organizational and time-management abilities.
Proficiency with Microsoft Office and financial planning software.
Ability to work independently while collaborating effectively with branch and investment services teams.

Responsibilities

Develop personalized financial plans and investment recommendations for members and clients.
Conduct portfolio reviews, retirement planning discussions, and asset allocation analyses.
Meet with members through appointments, referrals, and proactive outreach efforts.
Build and grow relationships within assigned branch locations and existing client portfolios.
Collaborate with branch teams to increase awareness of investment services and support member financial wellness.
Stay current on market trends, financial products, and industry developments.
Ensure all activities comply with FINRA, broker-dealer, insurance, and regulatory requirements.
Maintain accurate client records and support new business processing activities.
Deliver exceptional service while helping members achieve their short-term and long-term financial goals.