Credit Union

Financial Advisor – San Francisco Federal Credit Union

Your career path should lead to real opportunity

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.  

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. This position will offer:

• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit union’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

Requirements:

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience   

Apply online at: By submitting an application, you are not applying for employment with LPL Financial.  Employment is with San Francisco Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union.

Tracking # 1-05026674

 

Pay Range:$80,000 - $120,000

 

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.