We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Financial AdvisorScheduled Weekly Hours:
40- Discusses financial investment alternatives with Members. Evaluates Member’s goals, risk tolerance and suggests appropriate investments.
- Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
- Updates SchoolsFirst FCU team on products and services offered through the investment program.
- Ensures required compliance documents are completed. Maintains regular contact with OSJ.
- Offers financial review sessions for all Members at least annually.
- Initiates Member investment selections and records transactions with broker/dealer.
- Schedules and conducts meetings with Members via phone and in person.
- Performs other duties as assigned
- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
- High School Diploma or GED required
- Bachelor's Degree in a related field or equivalent years of experience required
- 7-10 years of prior relevant experience required
- Certifications or licenses including Series 7 and 66, or Series 63 and 65 in lieu of 66. California Insurance License required
- Participation in the CA DMV pull program may be required depending on assignment
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Skills Required
- High School Diploma or GED
- Bachelor's Degree in a related field or equivalent years of experience
- 7-10 years of prior relevant experience
- Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of 66
- California Insurance License
- Participation in the CA DMV pull program (may be required depending on assignment)
- Compliance with BSA regulations and completion of assigned training
SchoolsFirst FCU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SchoolsFirst FCU and has not been reviewed or approved by SchoolsFirst FCU.
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Healthcare Strength — Employer-paid medical, dental, and vision coverage for employees and families is prominently featured and stands out as a core element of total rewards. Additional protections like life and disability insurance reinforce confidence in the benefits package.
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Retirement Support — A strong employer 401(k) match with clear vesting, combined with financial wellness resources, signals meaningful long-term support. Retirement offerings are positioned as a key differentiator within total compensation.
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Leave & Time Off Breadth — Generous PTO from the start, paid holidays, and options like PTO cash-out plus special leave days broaden time-off flexibility. Time-away benefits are emphasized as an important component of overall value.
SchoolsFirst FCU Insights
What We Do
Since our founding in 1934, we have been singularly focused on one thing: providing World-Class Personal Service and financial security to California school employees and their families. This isn't just something we say — everything we do, every decision we make, is with an unwavering commitment to serving the best interests of Members. Although we offer products and services similar to other financial institutions, our structure and culture are vastly different. Banks are for profit, while credit unions are Member-owned financial cooperatives, meaning our excess earnings are returned to our Members in the form of lower rates on loans, higher rates on savings, low-to-no fees, and many complimentary services. We take to heart the "people helping people" philosophy, the principle on which credit unions were founded. We pledge ourselves to this idea through our steadfast dedication to Member service and actively supporting the communities we serve through events, donations, scholarships, and financial literacy programs. Today, we're the largest credit union serving school employees, and the largest in California with more than 1.5 million Members and more than $36 billion in assets. Our financial stability can be attributed to one thing: continually providing our Members with World-Class Personal Service to help them better their financial lives.
