Financial Advisor – Mission Fed Investment Services

Mission Fed•San Diego, CA

88d•Onsite

About The Position

The Financial Advisor at Mission Fed Investment Services serves as a trusted resource for members seeking guidance on investments, retirement planning, wealth accumulation, insurance solutions, and financial wellness. The advisor uses a consultative, member-first approach to help individuals and families build confident financial futures. The role is in-office in San Diego, California, and involves member meetings in person, by phone, and virtually.

Requirements

At least 3 years of experience in financial advisory, wealth management, investments, brokerage, banking, or related financial services.
Proven success developing client relationships and growing business through consultative financial planning.
Experience delivering comprehensive financial solutions tailored to client goals.
Active FINRA Series 7.
Active FINRA Series 66.
Active Life, Health, and Variable Annuity Insurance License.
Clean CRD/U4 record.
Ability to maintain all registrations, licenses, and continuing education requirements in good standing.

Nice To Haves

Bilingual in Spanish.
Experience in a bank, credit union, or retail investment environment.
Bachelor's degree in Finance, Business, Economics, Financial Planning, or a related field.

Responsibilities

Develop personalized financial plans based on members' goals, risk tolerance, and financial needs.
Provide investment advisory services, retirement income planning, insurance solutions, and wealth management strategies.
Build and maintain long-term member relationships through proactive outreach, ongoing reviews, and exceptional service.
Grow the practice through branch referrals, internal partnerships, and business development activities.
Collaborate with branch leaders and team members to identify opportunities and educate members on investment services.
Conduct meetings in person, over the phone, and virtually to provide convenient, high-quality member experiences.
Stay informed on market trends, investment strategies, and industry regulations.
Maintain accurate records and ensure compliance with FINRA, SEC, insurance, Raymond James, and Mission Fed requirements.