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Job Posting: Licensed Financial Advisor - San Francisco Fire Credit Union

 

Licensed Financial Advisor - San Francisco Fire Credit Union (San Francisco)

compensation: DOE

Join a winning team at San Francisco Fire Credit Union!
SF Fire Credit Union has over $900 Million on deposit and more than 52,000 members. SF Fire Credit Union aspires to maintain high standards to provide credit union members the full-service financial and investment services needed to help them make smart financial decisions. We are looking for the right person to help build the success of the investment program and help the credit union members make sound investment choices. To learn more about SF Fire Credit Union visit, www.sffirecu.org.
Representatives are employed by San Francisco Fire Credit Union and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC). CFS is a broker/dealer and RIA with a stable 18 year track record of serving the investment needs of some of the nation's leading credit unions and their members. We offer Advisors a supportive back office staff, tomorrow's technology, a proprietary database for client information, and we clear through Pershing. To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.
Qualified candidates must have:
Licenses and Registrations: NASD/FINRA Series 6 (7 preferred), 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses.
Clean U-4
Certified Financial Planner designation preferred
2 or more years of sales experience in the financial services industry, preferably in a bank or credit union environment
Outstanding communication and presentation skills
An advanced level of performance, requiring minimum supervision
Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution
Commitment to supporting and contributing to a team-oriented culture
College Degree preferred
For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=1051064
EOE
Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management

  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

Licensed Financial Advisor - San Francisco Fire Credit Union

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