Skip to main content

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

Comments

Post a Comment

Please no profanity or political comments.

Popular posts from this blog

What Does PTSD in a Firefighter Look Like? A New Brain Scan Can Show You

Link Post-traumatic stress disorder (PTSD) is often described as one of the invisible scars that firefighters and others accumulate after years of dealing with trauma in their jobs. Now the scars are invisible no longer. A new tool—the SPECT scan—is offering a new way for firefighters and others with PTSD to visualize their injuries. SPECT stands for single photon emission computed tomography, and it creates 3-D scans of the patient’s brain that look at blood flow and brain activity, KTLA reports. Those scans can then be used to generate a treatment plan tailored to the specific patient based on the visual effects of PTSD. Retired Firefighter-Paramedic Matthew Fiorenza, a PTSD sufferer, told the station that the scans also help make the illness more tangible. “Looking at a picture of my brain, it just took the stigma out of it,” he told KTLA. “It’s like, okay, I’m not crazy.”  
Post a Comment
Read Complete Article HERE>»

The Pros and Cons of Tariffs

Since there has been so much discussion on Tariffs, I felt a post would benefit our membership. Grant Sheehan CEO NCOFCU Tariffs 1440 Business & Finance Background A tariff—a word derived from the Arabic arafa, meaning “to make known”— is a tax imposed by a government on goods that are imported or exported . Historically, tariffs have served as a primary source of revenue and a means to protect domestic industries, as they make foreign products more expensive, encouraging consumers to purchase locally produced goods. The tools have a checkered history, famously bolstering US textiles, German steel, Japanese cars, South Korean technology, and more, arguably contributing to major economic downturns like the Great Depression. Tariffs can be specific (a fixed fee per unit) or ad valorem (a percentage of the item's value). Purpose Economically, tariffs aim to protect domestic industries, generate government revenue, and influence trade policy. By imposing taxes on imported goods —wh...
Post a Comment
Read Complete Article HERE>»

Advice On Winning Over Gen Z In ’25

NEW YORK—As 2025 approaches the close of Q1, how can credit unions win over Gen Z? By tailoring credit rewards for a digital-first generation, a new report recommends. Gen Z is reshaping the workforce and redefining financial behaviors. As of 2024, this generation is poised to surpass Baby Boomers in workforce size and will make up 30% of the workforce by 2030. This rapid growth presents a major opportunity for financial institutions to tap into a younger, digitally native audience with distinct spending habits and financial needs, emphasized a GlobalData report authored by Zachary Johnson, specialist, campaign execution & strategy, financial services at VDX.tv. “Unlike previous generations, Gen Z’s economic journey has been shaped by inflation and delayed career starts due to the pandemic and skyrocketing living costs. These factors have made them highly dependent on credit, with Gen Zers being 23% more likely to own a credit card than Millennials at the same age, and carrying...
Post a Comment
Read Complete Article HERE>»

Hauptman Announces Changes to NCUA’s Overdraft/NSF Fee Collection

      Hauptman Announces Changes to NCUA’s Overdraft/NSF Fee Collection WASHINGTON, D.C. (March 3, 2025) – To help ensure credit unions can continue to support the needs of Americans struggling with inflation, the National Credit Union Administration will no longer publish overdraft and non-sufficient fund fee income for individual credit unions, Chairman Kyle S. Hauptman announced today. The NCUA will ...
Post a Comment
Read Complete Article HERE>»

Share Insurance Fund Report Highlights Asset, Income Growth in Q4 2024

      Share Insurance Fund Report Highlights Asset, Income Growth in Q4 2024 ALEXANDRIA, Va. (Feb. 27, 2025) – The National Credit Union Administration Board held its second open meeting of 2025 and received a briefing by the Chief Financial Officer on the performance of the National Credit Union Share Insurance Fund for the quarter ending on December 31, 2024. The Share Insurance Fund reported a net income of ...
Post a Comment
Read Complete Article HERE>»