Investment Services - Financial Advisor

Financial Advisor

Hybrid | San Diego, CA

Compensation: $70,304.00 annual base salary plus variable pay agreement, car allowance, and company provided cell phone

Actual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by law.

As a Financial Advisor, you'll help members build, manage, and protect their financial futures through personalized investment and wealth management solutions. If you're passionate about financial planning, enjoy developing long-term client relationships, and want to work for a trusted, member-focused organization, we'd love to hear from you.

Why Mission Fed?

Our culture is guided by six core values:

Integrity • Service • Commitment • Teamwork • Trust • Communication

When you join Mission Fed, you’ll become part of an award-winning organization that invests in its people, supports professional growth, and remains deeply connected to the communities we serve.

What We Offer

• Competitive compensation
• 18 days of PTO during your first year
• 12 paid holidays annually
• Full 6% 401(k) match
• Comprehensive medical, dental, and vision coverage
• Life insurance and additional voluntary benefits
• Employee wellness resources, including an on-site gym
• Career development opportunities
• An award-winning workplace culture

What You’ll Do

• Develop personalized financial plans and investment recommendations for members and clients.
• Conduct portfolio reviews, retirement planning discussions, and asset allocation analyses.
• Meet with members through appointments, referrals, and proactive outreach efforts.
• Build and grow relationships within assigned branch locations and existing client portfolios.
• Collaborate with branch teams to increase awareness of investment services and support member financial wellness.
• Stay current on market trends, financial products, and industry developments.
• Ensure all activities comply with FINRA, broker-dealer, insurance, and regulatory requirements.
• Maintain accurate client records and support new business processing activities.
• Deliver exceptional service while helping members achieve their short-term and long-term financial goals.

What You'll Bring

• A minimum of 5 years of consumer lending and underwriting experience
• At least 3 years of customer service experience
• Strong understanding of consumer credit analysis, income evaluation, and repayment assessment
• Excellent analytical, decision-making, and problem-solving skills
• Exceptional verbal and written communication abilities
• Strong relationship-building and collaboration skills
• The ability to manage multiple priorities while maintaining service-level commitments
• A high degree of professionalism, integrity, and confidentiality

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Minimum of 2 years of sales experience in a business, financial services, banking, or related environment.
• Active Series 7 and Series 66 licenses.
• Active Life, Health, and Variable Annuity License, or ability to obtain within 3 months of hire.
• Clean CRD/U4 record.
• Valid driver's license with a satisfactory driving record.Preferred Qualifications

Preferred Skills

• Strong relationship-building and consultative sales skills.
• Experience providing financial planning and investment advice.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Proficiency with Microsoft Office and financial planning software.
• Ability to work independently while collaborating effectively with branch and investment services teams.

Build a Career with Purpose

At Mission Federal Credit Union, we believe in people helping people—and that starts with our Team Members. For more than 60 years, Mission Fed has proudly served San Diego, helping individuals, families, and businesses achieve financial well-being. We're committed to creating a workplace where people feel valued, supported, and empowered to make a meaningful impact.

If you're looking for an opportunity to grow your career, make a meaningful difference, and contribute to an organization that values its people and its purpose, we'd love to hear from you.

Apply today and help us create brighter financial futures for our members, our communities, and one another.

Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA.   

Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law. INDMF #LI-Onsite