Financial Advisor

Global Credit Union

Financial Advisor developing investment plans and managing portfolios for clients at Global Credit Union. Meeting with clients, conducting seminars, and adhering to financial regulations.

Posted 6/6/2026full-timeGlendale • California • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Meet with existing and prospective clients to promote financial planning and investment services
Conduct educational seminars and workshops
Present client financial plan and investment proposals in a professional manner
Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements
Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services
Track sales, marketing and referrals
Provide referrals for other Global Credit Union services as appropriate
Participate in the credit union’s business development activities, while seeking and recommending new opportunities
Meet production goals
Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements
Maintain proficiency with organization and program partner systems
Perform service calls and special projects when warranted
Perform other duties as assigned

Requirements

What you’ll need

Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses
LUTCF, CLU, ChFC or CFP designation and bachelor’s degree in Business Administration or other related field preferred
Three years financial services sales experience
Ability to create and deliver effective messages scaled to the appropriate audience
Must be willing to travel as required

Benefits

Comp & perks

Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment servicessales trackingdocumentation collectioncompliance adherencebusiness developmentclient proposal presentationeducational seminar facilitationservice call managementspecial project execution

Soft Skills

communicationinterpersonal skillsproblem-solvingorganizational skillspresentation skillscustomer serviceteam collaborationadaptabilitytime managementgoal orientation

Certifications

Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseLife Insurance LicenseHealth Insurance LicenseLUTCF designationCLU designationChFC designationCFP designation