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Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - San Francisco Fire Credit Union  
Location San Francisco Fire Credit Union - San Francisco, CA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

Through its relationship with CUSO Financial Services, L. P. (CFS) San Francisco Fire Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the San Francisco, CA area.

SF Fire Credit Union has $1.7 billion dollars in assets and more than 76,000 members. SF Fire Credit Union aspires to maintain high standards to provide credit union members the full-service financial and investment services needed to help them make smart financial decisions. We are looking for the right person to help build the success of the investment program and help the credit union members make sound investment choices. To learn more about SF Fire Credit Union visit, www.sffirecu.org.

What it feels like at San Francisco Fire Credit Union.....

Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get-together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude.  While we’re driven to do great work, we also value real work/life balance.

Our Benefits

We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you’ll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We’re a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees.

  • 401(k) and Employer Match
  • Health, Vision, Dental and Life Insurance
  • Annual Incentive/Bonus Program
  • Tuition Reimbursement Program
  • 10 Paid Holidays + Competitive PTO package
  • Home & Consumer Loan Program (Discounted Rates)
  • Professional development and training programs
  • On-demand personal coaching resource
  • Wellness Program (Discounted Gym Membership)

 

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access and expert technology to get there. We are lead by visionary financial services leaders who see farther. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team! 

 
Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses
  • Clean U-4 and Background
  • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
  • Certified Financial Planner (CFP) designation preferred

 

For immediate consideration, apply online at:  https://www.appone.com/MainInfoReq.asp?R_ID=3608843

EOE

**Representatives are employed by San Francisco Fire Credit Union and registered through CFS (Member FINRA/SIPC).  To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

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This position is currently not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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