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Investment Advisor - Member Financial Planning (Hybrid)

SchoolsFirst Federal Credit Union

SchoolsFirst Federal Credit Union is seeking a Financial Advisor to provide member-focused investment guidance and financial planning. You will assist with mutual funds, securities, and consultative services, ensuring compliance and ongoing member relationships. The role requires Series 7/66 or 63/65, California Insurance License, and 7–10 years of relevant experience. Expect on-site work with regular member meetings and annual financial reviews. #J-18808-Ljbffr SchoolsFirst Federal Credit Union

Vacancy posted 1 day ago
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