Home › Companies › 60a418a2 E4cc 44a9 B837 Cdd877de6dd0 19000101 000001 › Financial Advisor
Financial Advisor
60a418a2 E4cc 44a9 B837 Cdd877de6dd0 19000101 000001 · Operations Center, San Diego, CA, US, San Diego, CA · Active · $70,304–$350,000 / year · ADP Workforce Now Recruiting
Job facts
| Field | Value |
|---|---|
| Company | 60a418a2 E4cc 44a9 B837 Cdd877de6dd0 19000101 000001 |
| Title | Financial Advisor |
| Normalized title | - |
| Department / team | - |
| Location | Operations Center, CA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | $70,304–$350,000 / year |
| Status | active |
| ATS provider | ADP Workforce Now Recruiting |
| Posted / first seen | 2025-07-11 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from 60a418a2 E4cc 44a9 B837 Cdd877de6dd0 19000101 000001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through ADP Workforce Now Recruiting. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Operations Center. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | 60a418a2 E4cc 44a9 B837 Cdd877de6dd0 19000101 000001 |
| Source | 71beb393-3f17-4fb9-a0b8-42cfeaa4fe2b |
| ATS provider | ADP Workforce Now Recruiting |
Description
Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual compensation range ranged from $38,655-$495,726
Position Summary:
We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based and suitable investment solutions to our credit union members. Your expertise will support a wide range of members, from those just starting to save to those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences.
Minimum Qualifications (Licenses, Education, Experience, Skills)
Bachelor’s degree in a related field 5+ years’ experience as a financial advisor FINRA Series 7 and combination of Series 63/65 or 66 license California life insurance license with the ability to transact variable contracts Clean CRD/U4 record CFP® designation (preferred) or intention to obtain CFP® designation within 2 years of employment Proven history and track record of successful, results-driven prospecting and referral follow-up of existing credit union members or bank customers in a credit union or bank environment. Familiarity with Salesforce CRM and eMoney for client management and financial planning Excellent PC skills to include Microsoft Office software such as Outlook, Word, Excel, etc. Strong communication and interpersonal skills Ability to work independently and as part of a team Detail-oriented and organized Ability to multitask and prioritize workload effectively Ability to travel to multiple branches within or outside assigned region(s) and administration locations based upon schedule.
Essential Duties and Responsibilities
Propose suitable fee based and investment solutions to credit union members. Work directly with SDCCU members to develop and implement customized financial plans tailored to meet the members individual needs. Provide ongoing advice and service to guide members in pursuit of their financial goals. Work with branch employees to train and coach them on investment related goals. Maintain a high level of professionalism and ethics in all client interactions. Stay up to date on industry trends and regulations. Collaborate with a team of like-minded professionals to deliver financial solutions to members. Complete in a timely manner all required training and continuing education required by SDCCU, regulatory entities, licensing entities, and vendors to include the credit union’s chosen third-party broker/dealer.
Other Duties & Responsibilities
Perform other duties and responsibilities as assigned. Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:00am/5:00pm
Full Time – 40 hours a week
Full job record
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| Org ID | f197faed-beac-43be-9b9c-c378c0964555 |
| Source ID | 71beb393-3f17-4fb9-a0b8-42cfeaa4fe2b |
| Board ID | 71beb393-3f17-4fb9-a0b8-42cfeaa4fe2b |
| Provider | adp_workforcenow |
| Provider Job Key | 544746 |
| Title | Financial Advisor |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Operations Center, San Diego, CA, US, San Diego, CA |
| Department | — |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | CA |
| City | Operations Center |
| Salary Raw | 70304.00 To 350000.00 (USD) Annually |
| Salary Min | 70,304 |
| Salary Max | 350,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=60a418a2-e4cc-44a9-b837-cdd877de6dd0&ccId=19000101_000001&lang=en_US&type=JS&jobId=544746&jwId=9201619793989_1 |
| Apply URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=60a418a2-e4cc-44a9-b837-cdd877de6dd0&ccId=19000101_000001&lang=en_US&type=JS&jobId=544746&jwId=9201619793989_1 |
| First Seen At | 2026-05-31 18:36:49Z |
| Last Seen At | 2026-06-06 13:25:12Z |
| Last Checked At | 2026-06-06 13:25:12Z |
| Last Changed At | 2026-06-06 13:25:12Z |
| Inactive At | — |
| Source Posted At | 2025-07-11 20:52:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=60a418a2-e4cc-44a9-b837-cdd877de6dd0|19000101_000001/date=2026-06-06/2026-06-06T13-24-41-026Z-fcc9361be57c8fa48ee59727bfdc788f8f325591cb16c925a0d4a4769df99abc.json |
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"requisitionDescription": "<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><span style='font-size:16px;font-family:\"Aptos\",sans-serif;'><strong>Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual compensation range ranged from $38,655-$495,726</strong></span></p><p data-pasted=\"true\"><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"><u><strong>Position Summary:<br></strong></u></span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"> </span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\">We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based and suitable investment solutions to our credit union members. Your expertise will support a wide range of members, from those just starting to save to those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences.</span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"><br></span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";margin-left:27.0pt;text-align:justify;text-indent:-27.0pt;' id=\"isPasted\"><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"><strong><u>Minimum Qualifications (Licenses, Education, Experience, Skills)</u></strong></span></p><ul style=\"list-style-type: disc;margin-left: 17px;\"><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Bachelor’s degree in a related field</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">5+ years’ experience as a financial advisor</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">FINRA Series 7 and combination of Series 63/65 or 66 license </li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">California life insurance license with the ability to transact variable contracts</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Clean CRD/U4 record</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">CFP® designation (preferred) or intention to obtain CFP® designation within 2 years of employment </li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Proven history and track record of successful, results-driven prospecting and referral follow-up of existing credit union members or bank customers in a credit union or bank environment.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Familiarity with Salesforce CRM and eMoney for client management and financial planning</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Excellent PC skills to include Microsoft Office software such as Outlook, Word, Excel, etc.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Strong communication and interpersonal skills</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Ability to work independently and as part of a team</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Detail-oriented and organized</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Ability to multitask and prioritize workload effectively</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Ability to travel to multiple branches within or outside assigned region(s) and administration locations based upon schedule.</li></ul><p style='margin:0in;font-size:16px;font-family:\"Courier New\";text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"> </span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"><strong><u>Essential Duties and Responsibilities</u></strong></span></p><ul style=\"list-style-type: disc;margin-left: 17px;\"><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Propose suitable fee based and investment solutions to credit union members.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Work directly with SDCCU members to develop and implement customized financial plans tailored to meet the members individual needs. </li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Provide ongoing advice and service to guide members in pursuit of their financial goals.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Work with branch employees to train and coach them on investment related goals.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Maintain a high level of professionalism and ethics in all client interactions.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Stay up to date on industry trends and regulations.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Collaborate with a team of like-minded professionals to deliver financial solutions to members.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Complete in a timely manner all required training and continuing education required by SDCCU, regulatory entities, licensing entities, and vendors to include the credit union’s chosen third-party broker/dealer. </li></ul><p style='margin:0in;font-size:16px;font-family:\"Courier New\";text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"> </span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"><strong><u>Other Duties & Responsibilities</u></strong></span></p><div style='margin:0in;font-size:16px;font-family:\"Courier New\";'><ul><li style=\"font-family: verdana, sans-serif; font-size: 14px;\">Perform other duties and responsibilities as assigned.</li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Courier New\";text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"><strong><u>Physical Demands and Work Environment</u></strong></span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"> </span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";margin-right:-.25in;text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\">The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";margin-right:-.25in;text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"> </span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";margin-right:-.25in;text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\">While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.</span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";margin-right:-.25in;text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\"> </span></p><p style='margin:0in;font-size:16px;font-family:\"Courier New\";margin-right:-.25in;text-align:justify;'><span style=\"font-family: verdana, sans-serif; font-size: 14px;\">The employee must occasionally lift and/or move up to 25 pounds. 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