Financial Advisor Associate (Multiple Locations)

Company: Patelco Credit Union
Location: Redwood City
Posted on: June 26, 2022

Job Description:

About Patelco Credit Union:
We're here -to help people in communities throughout Northern California build financially healthy lives. -We do -this by being attentive and partnering with our members to understand what is financially best for them. -We thrive -on change, and we put people first. If you're looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you. -Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 400,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. -Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom.

Overview:
Patelco Credit Union is growing its Investment Team! - We are a looking for Financial Advisor Associates (FAA) to provide retirement and investment services for our members to support our various branches. This is an excellent opportunity to become an FAA partnering with an experienced Financial Advisor who will mentor you to grow your book of business. - We offer warm leads and salary + Commission. -In this role, the successful candidate key responsibilities will include working with registered representatives in assigning the servicing and transitioning of "B" and "C" client base, conducting regularly scheduled reviews with assigned clients to monitor client progress toward client's goals, and serving as the broker of record for select member client accounts. -This position can be based out of the following branch locations: South Bay - Sunnyvale and surrounding branchesPeninsula - San Mateo and surrounding branchesSan Francisco and Marin - San Francisco and surrounding branchesEast Bay - Hayward and surrounding branchesSacramento Area - Sacramento and surrounding branchesTri-Valley Area - Dublin and surrounding branches

Responsibilities:
Provide investment advice to current and prospective clients to help them achieve their financial goals. Recommend suitable financial products and services depending on each client's particular financial status and objectives. Educate clients regarding the risks, advantages and disadvantages of the different products and services available to them to meet their financial goals.Partner closely with the credit union branch manager to create a plan to educate members and provide coaching and sales support to credit union employees.Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and -Patelco -Credit Union's policies and procedures.

Qualifications:
Active FINRA SIE, Series 7, 66 (or 63 and 65) and California Insurance LicenseFinancial services industry experienceClient-focusedAn excellent listener with strong communication skills, both verbal and writtenCompetitive nature

We Offer:
Empowerment, Engagement, and Teamwork.An inspiring career that benefits both you and your communityCompetitive compensation packages with bonus opportunityFull Medical/Dental/Vision benefits with minimal eligibility waiting periodGenerous 401(k) with 3% Safe Harbor and 5% employer matchDiscounts on loan productsTuition ReimbursementCommunity outreach opportunitiesPatelco Credit Union is an Equal Opportunity Employer: disability/veteran -IND123

Keywords: Patelco Credit Union, Redwood City , Financial Advisor Associate (Multiple Locations), Accounting, Auditing , Redwood City, California