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Provide retirement and investment services to members, develop and implement business plans, present recommendations for insurance and investment products, cultivate relationships with clients and community associations, conduct seminars, and collaborate with advisory team members.

The Investment Sales Assistant supports a Financial Advisor by handling client service tasks, scheduling appointments, executing trades, coordinating business activities, and contributing to sales. Responsibilities include making outbound calls, preparing reports, maintaining records, and ensuring a high standard of service with clients.

The Financial Advisor will provide investment analysis and guidance to individuals and businesses, prepare comprehensive financial advice including portfolio reviews and asset accumulation strategies, and assist with retirement and estate planning. The role involves achieving sales goals, motivating office teams, and ensuring compliance with regulations.

The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor II helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members’ goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio.

The Equity Trader/Specialist will execute stock trades, provide market information to advisors, review trading notifications, ensure accounts are balanced, assist with historical pricing, and handle trade errors. Responsibilities also include processing equity trades, approvals, corporate actions, and maintaining daily trade records.

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.

In this role, the Platform Service Support will provide excellent customer service by addressing client issues through various communication channels. Responsibilities include technical support, troubleshooting, managing user access, reporting, monitoring usage, and assisting with system testing. This position emphasizes maintaining user data integrity and ensuring effective communication with management regarding technology and support initiatives.