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The Financial Advisor Associate will provide retirement and investment services to members. Responsibilities include client outreach, paperwork processing, maintaining client files, and providing support to registered representatives.

Provide basic financial consulting services to assist clients in identifying financial goals and recommending appropriate insurance/investment products. Manage account activity, execute sales orders, develop business relationships, monitor accounts, and conduct research to identify market opportunities.

Seeking a Financial Advisor Associate to provide retirement and investment services to members of Patelco Credit Union in San Jose, CA and surrounding areas. Responsibilities include providing investment advice, recommending financial products, educating clients, and working closely with branch manager and credit union employees. Qualified candidates must have active FINRA SIE, Series 7, Series 66 (or 63 and 65), California Insurance License, and financial services industry experience. Must be client-focused and an excellent listener.