sanfranciscofcu
San Francisco Federal Credit Union is seeking a Financial Advisor to serve as a trusted partner to members, providing personalized investment, retirement, and insurance guidance. The role involves building meaningful relationships, growing a book of business through referrals and community engagement, and delivering world-class service to help members achieve their financial goals. This position requires a motivated professional with at least three years of investment sales experience and active Series 7, 63, and 65 or 66 registrations.
Headquarters
San Francisco, California, United States
Company Size
51-200 employees
Founded
1954
San Francisco Federal Credit Union is a member-owned financial cooperative serving San Francisco residents with a full range of retail and small business banking services. It offers personal checking and savings accounts, home, auto and personal loans, credit cards, insurance and investment products, and small business lending. The credit union emphasizes local, member-focused service and competitive rates delivered through its branch and digital channels.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for sanfranciscofcu.