Financial Advisor - San Francisco Federal Credit Union
About The Position
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.
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Responsibilities
- Build a strong client base with the credit union’s exceptional referral system
- Partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions
- Find new clients via the credit union’s member base
- Create client solutions without proprietary products
Benefits
- Access to LPL's 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
- Sales incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
