Financial Advisor
Broadview Federal Credit Union
About this role
A financial advisor role providing services and advice to mid-market and younger investors, focusing on client growth, retention, and financial planning within a credit union setting. The position involves client interactions, team collaboration, and adherence to licensing requirements.
Skills
Qualifications
About Broadview Federal Credit Union
broadviewfcu.comWelcome to Broadview Federal Credit Union. Here, the big picture is all about you. Broadview is devoted to your financial well-being, the strength of our communities, and employees who deliver on the values we share.
Recent company news
Spectrum NewsUB, Broadview Federal Credit Union announce new $31 million partnership
1 day ago
Niagara Frontier PublicationsUB, Broadview Federal Credit Union announce $31M partnership for naming rights, student scholarships & student support
24 hours ago
The Business JournalsBroadview strikes $29.5M stadium naming-rights deal
1 day ago
The Business JournalsUB secures MAC-record naming rights/partnership deal - Buffalo Business First
1 day ago
Capital Region Chamber of CommerceBroadview Federal Credit Union Names New Chief Legal Officer – Lisa Harris
May 28, 2025
About Broadview Federal Credit Union
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Broadview Federal Credit Union.
Salary
$85k – $106k
per year
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