Financial Advisor at FIREFIGHTERS FIRST FEDERAL CREDIT UNION

Santa Clarita, California, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Dec, 25

Salary

0.0

Posted On

02 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advice, Financial Planning, Portfolio Management, Client Relationship Management, Financial Analysis, Tax Strategies, Insurance Products, Retirement Planning, Estate Planning, Communication Skills, Sales Skills, Networking, Compliance, Educational Activities, Community Engagement, Team Collaboration

Industry

Financial Services

Description

Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Currently, we have an immediate opening for a Financial Advisor to join our team! The Financial Advisor is responsible for consulting with members and providing individually tailored investment advice, financial plans, and portfolio management in line with members’ goals. They also meet with potential new members to develop investment relationships and periodically meet with established members to review goals, investments, and performance of investments. Finally, the Financial Advisor warm transfers members to the appropriate departments for banking needs to ensure they get the best member experience possible. Overall, the person is responsible for managing members’ investment portfolios to achieve financial goals. Primary Responsibilities: * Establishing and maintaining member investment relationships which includes making warm calls to members, potential members, and employee groups, following up with leads, establishing new accounts, and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards. * Engaging with members on a consistent basis to develop and manage a detailed and accurate financial plan that is in the members’ best interest. * Assessing members’ financial situation, including savings, investments, insurance, taxes, retirement, and estate planning in a consultative member. * Analyzing and managing the performance of members’ investment portfolios. * Traveling as needed to visit fire stations and unions, attend community events, meetings, conferences, training, or other work-related events. * Recommending additional FFCU products and services when there is a benefit to the member. * Delivering, hosting, or participating in educational and marketing activities to increase awareness of FFCU’s investment services. Basic Qualifications: * Education: Bachelor’s degree in Finance, Business, Economics, or a related field. * Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP. * Certified Financial Planner (CFP) designation is required. * Must have a valid state driver’s license * Minimum 3 years’ experience selling investment and insurance products. * Experience preparing detailed financial strategies and plans, including tax strategies. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org [career@firefirstcu.org].

Responsibilities

The Financial Advisor is responsible for consulting with members and providing tailored investment advice and financial plans. They manage members’ investment portfolios to achieve financial goals and ensure a positive member experience.