Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual compensation range ranged from $38,655-$495,726
Position Summary:
We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based and suitable investment solutions to our credit union members. Your expertise will support a wide range of members, from those just starting to save to those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences.
Minimum Qualifications (Licenses, Education, Experience, Skills)
- Bachelor’s degree in a related field
- 5+ years’ experience as a financial advisor
- FINRA Series 7 and combination of Series 63/65 or 66 license
- California life insurance license with the ability to transact variable contracts
- Clean CRD/U4 record
- CFP® designation (preferred) or intention to obtain CFP® designation within 2 years of employment
- Proven history and track record of successful, results-driven prospecting and referral follow-up of existing credit union members or bank customers in a credit union or bank environment.
- Familiarity with Salesforce CRM and eMoney for client management and financial planning
- Excellent PC skills to include Microsoft Office software such as Outlook, Word, Excel, etc.
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Detail-oriented and organized
- Ability to multitask and prioritize workload effectively
- Ability to travel to multiple branches within or outside assigned region(s) and administration locations based upon schedule.
Essential Duties and Responsibilities
- Propose suitable fee based and investment solutions to credit union members.
- Work directly with SDCCU members to develop and implement customized financial plans tailored to meet the members individual needs.
- Provide ongoing advice and service to guide members in pursuit of their financial goals.
- Work with branch employees to train and coach them on investment related goals.
- Maintain a high level of professionalism and ethics in all client interactions.
- Stay up to date on industry trends and regulations.
- Collaborate with a team of like-minded professionals to deliver financial solutions to members.
- Complete in a timely manner all required training and continuing education required by SDCCU, regulatory entities, licensing entities, and vendors to include the credit union’s chosen third-party broker/dealer.
Other Duties & Responsibilities
- Perform other duties and responsibilities as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:00am/5:00pm
Full Time – 40 hours a week
Skills Required
- Bachelor's degree in a related field
- At least 5 years of experience as a financial advisor
- FINRA Series 7 license
- Series 63 and 65 combination, or Series 66 license
- California life insurance license with ability to transact variable contracts
- Clean CRD/U4 record
- CFP designation or intention to obtain it within two years of employment
- Successful, results-driven prospecting and referral follow-up experience with credit union members or bank customers
- Experience in a credit union or bank environment
- Familiarity with Salesforce CRM and eMoney
- Proficiency with Microsoft Office, including Outlook, Word, and Excel
- Strong communication and interpersonal skills
- Ability to work independently and collaboratively
- Detail-oriented and organized
- Ability to multitask and prioritize workload effectively
- Ability to travel to multiple branches and administrative locations
What We Do
Welcome to San Diego County Credit Union, San Diego's largest locally-owned financial institution. With over $10 billion in assets, San Diego County Credit Union is a not-for-profit credit union wholly owned and operated by its members. Unlike most other financial institutions, San Diego County Credit Union does not issue stock or pay dividends to outside stockholders. Instead, earnings are returned to members in the form of lower loan rates, higher dividends on deposits and lower fees. With more than 40 branches throughout Southern California, SDCCU is conveniently located in our communities serving the membership through superior product and service offerings. SDCCU is proud to have been voted BEST Credit Union twenty-two years straight and BEST Place to Work numerous times, as determined by The San Diego Union-Tribune Readers Poll. Additionally, SDCCU is a proud community leader. SDCCU and our community crew, Team SDCCU, support many non-profit organizations, including Rady Children’s Hospital, San Diego Blood Bank, San Diego Humane Society and many more. At the local level, branches also support community charitable organizations and events through sponsorships, volunteerism and activism. Interested in a career with SDCCU? Apply at sdccu.com/careers.
