Manager, Risk Management
schoolsfirstfcu
Full time💰 USD 130K–214K
Financial Service Advisor
schoolsfirstfcu· SchoolsFirst Federal Credit Union
About this role
We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Financial Service AdvisorScheduled Weekly Hours:
40What You’ll Be Doing
Provides financial advice to clients and prospects. Develops financial portfolios based on clients' financial needs and objectives. Uses knowledge of tax and investment strategies, securities, insurance, and pension plans. May be responsible for selling financial products such as stocks, bonds, mutual funds, and insurance. Develops advisory and consultative sales skills to help retain good client relationships to ensure long-term profitability. Learns product knowledge through training classes. Develops analytical skills to help in developing financial solutions. Uses approved credit analysis fundamentals and processes to finalize product sales. Advises clients and provides assistance or refers clients to experts. Manages a portfolio and cross-sells to clients and prospects.
Provides excellent service to Members seeking information on alternative investment products offered through broker/dealer. Assists Members with financial planning, including but not limited to mutual funds, securities transactions and/or life insurance, 529 plans.
- 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.
- Proactively engage with a portfolio of Members to discuss their comprehensive investments needs.
- 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 virtually through video conference.
Additional Job Functions
- 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
Qualifications
- 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
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
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.
Frequently Asked Questions
Is the salary disclosed for the Financial Service Advisor position at schoolsfirstfcu?
The salary for this Financial Service Advisor role at schoolsfirstfcu is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Financial Service Advisor position at schoolsfirstfcu located?
This Financial Service Advisor role at schoolsfirstfcu is based in Santa Ana, CA. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Financial Service Advisor role at schoolsfirstfcu full-time or part-time?
This is listed as a Full time position. It is posted as a Financial Service Advisor role in the SchoolsFirst Federal Credit Union department at schoolsfirstfcu.
Which team or department does the Financial Service Advisor at schoolsfirstfcu belong to?
This Financial Service Advisor position is part of the SchoolsFirst Federal Credit Union department at schoolsfirstfcu. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Financial Service Advisor position at schoolsfirstfcu?
Click the "Apply Now" button on this page. You will be redirected to schoolsfirstfcu's official application portal hosted on workday where you can submit your application directly.
Financial Service Advisor
schoolsfirstfcu
You'll be redirected to schoolsfirstfcu's official application page on Workday.