Financial Advisor

Who Are We?

With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Financial Advisor for our Golden Gate Branch in San Francisco.

About the Opportunity

If you’re a motivated financial professional who thrives on connecting with people and helping them achieve their dreams, this is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit Union , you’ll be the trusted face of investment and insurance solutions within our branches—helping members make confident, values-based financial decisions.

You’ll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members’ lives.

This is more than a sales role — it’s a mission-driven opportunity to help San Franciscans build brighter financial futures.

• Engage members using a consultative, holistic approach —listening first, understanding needs, and delivering personalized financial solutions.

• Build and manage a growing book of business by offering a diverse portfolio of brokerage, advisory, and insurance products.

• Develop trusted relationships and become a go-to financial resource for your assigned branches and their members.

• Partner with Branch Managers and retail teams to identify opportunities, coach referral strategies, and celebrate shared wins.

• Design and host financial literacy workshops, seminars, and branch events to educate members and attract new relationships.

• Provide exceptional service during every interaction, ensuring outstanding member experience.

• Adhere to all regulatory, broker-dealer, and institutional compliance standards—upholding the highest ethical and professional integrity.

• Consistently meet or exceed sales and growth goals while supporting the broader mission of the Credit Union.

Who Are You?

A passion for helping people and a strong track record of achieving sales goals.

• Minimum 3 – 5 years of investment sales experience (financial institution experience preferred).

• High school diploma required; bachelor’s degree preferred.

• Licenses/Certifications: Active Series 7, 63, and 65 or 66 registrations; active state life insurance license.

  • (Registration with state insurance must be obtained within six months of hire.)

• Broad knowledge of investment, insurance, and financial planning solutions.

• Skilled communicator with the ability to inspire confidence and build lasting relationships.

• Proficiency in Microsoft Office and broker-dealer platforms.

Why You’ll Love It Here

You’ll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same—and that’s exactly how you like it.

The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.

SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.