Mission Federal Credit Union Job - 31754283 | CareerArc
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Company: Mission Federal Credit Union
Location: San Diego, CA
Career Level: Entry Level
Industries: Banking, Insurance, Financial Services

Description

At Mission Federal Credit Union, we're all about people, not profit. When we say,"Your success is our bottom line,"that refers to how we treat our employees as well as our members.

Job Title: Financial Advisor
Location: 10325 Meanley Drive
Address Region: San Diego
Postal Code: 92131

Who we are: At Mission Federal Credit Union, we're all about people, not profit. When we say, "Your success is our bottom line," that refers to how we treat our employees as well as our members.

Why work here? Mission Fed offers an awesome company culture, growth opportunities and GREAT benefits for both part-time and full-time employees, including: medical, dental, and vision insurance, 401k match up to 6%, Paid Time Off, 12 paid holidays, company paid life insurance, and much more...

What you'll be doing as a Financial Advisor:
Provides professional advisory services to Mission Federal Credit Union (Mission Fed) members and employees. Prepares and delivers comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments, pre/post-retirement planning, and asset allocation strategies. Enhances and expands the overall penetration and participation levels of the current investment services program and ensures on-going quality service to existing members/clients.

Who's qualified to be a Financial Advisor?

Education: Bachelor's Degree is required. Two years of equivalent experience may substitute for every one year of education.

Experience:

· Minimum 2 years' sales experience in the business industry is required.

· Valid Series 7 and Series 66 licenses are required.

· Valid Life, Health, and Variable Annuity license or ability to obtain license within 3 months of employment.

· Must have a clean CRD/U4 record.

· Must have a current Driver's License in good standing as driving is a requirement of this position.

Skills & Abilities:
Strong organizational, member relations, oral and written communication skills are required. Promotes teamwork and cooperative effort. Shares information with and support other Investment Services employees. Provides members/clients with the highest quality of service.

Software: Working knowledge of technology and software planning tools sufficient to analyze and report financial data. Proficiency with Microsoft Office Suite and Internet.

Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This notice provides the disclosures required by the CCPA and applies to applicants who are subject to the CCPA.
Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status or any other class protected by law.


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