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Financial Advisor (San Rafael)

Company: Redwood Credit Union
Location: Santa Rosa
Posted on: February 15, 2019

Job Description:

How does providing Member-Clients with investment, retirement, and educational planning and advice at a multi-billion dollar local financial institution pique your interest? Wanting to work at a place that refers to "Service" not as a colloquialism, but rather as a daily motto and mission? Look no further: Redwood Credit Union is looking for a Financial Advisor who wants something more! Why should you be interested in becoming part of the team? Well, we've got more awards than we can fit on the shelf, including:

  • Second Healthiest Credit Union in the USA, rated by Glatt Consulting
  • Voted Best Places to Work in the North Bay 13 years in a row
  • Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
  • Located in Santa Rosa: the heart of wine country! (1 hour north of San Francisco)
  • World-class employee engagement scores
  • Large Business of the Year Required SkillsBuilding strong relationships with clients, broker-dealers, internal staff, and other community partners, you will be part of the award winning Wealth Management team at an organization which has over 450 million dollars in assets under management. Furthermore, with your in-depth knowledge of financial planning and investments, in addition to your client-centric service philosophy, you will coordinate, communicate, advise, and execute credit union Member's long term financial needs. Covering specified branches, Financial Advisors have the opportunity to partner with branch staff in order to identify those Members in need of help. Your individual focus on your clients and their needs for financial products and services will be conducted at the highest level of integrity and genuine care for your clients' financial success.Required ExperienceAdditionally, the ideal candidate has:
    • A combination of education and experience equivalent to an Associate's degree in a closely related field
    • 4+ years of progressively responsible investment sales experience with a credit union, bank or investment company
    • Licensed for Securities Series 7, 6, 63, 65 and/or 66 and California Life/Health Insurance Tell us why you think you are our new Financial Advisor! We are excited to hear how your skills, experience, and vision contribute to this team! Service - Trust - People - Cooperation We are an Equal Opportunity EmployerJob Location Santa Rosa, US-CA

      Keywords: Redwood Credit Union, Santa Rosa , Financial Advisor (San Rafael), Accounting, Auditing , Santa Rosa, California

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