Financial Advisor Associate (Multiple Locations)
Company: Patelco Credit Union
Location: Redwood City
Posted on: June 26, 2022
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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
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