{"schemaVersion":"jobsearcher.job.v1","id":"286b454088736f3e1c64d280","url":"https://jobsearcher.com/jobs/286b454088736f3e1c64d280","canonicalUrl":"https://jobsearcher.com/jobs/286b454088736f3e1c64d280","title":"Financial Advisor","description":"Responsibilities Meet with existing and prospective clients to promote financial planning and investment services\nConduct educational seminars and workshops\nPresent client financial plan and investment proposals in a professional manner\nCollect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements\nCoordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services\nTrack sales, marketing and referrals\nProvide referrals for other Global Credit Union services as appropriate\nParticipate in the credit union’s business development activities, while seeking and recommending new opportunities\nMeet production goals\nAdhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements\nMaintain proficiency with organization and program partner systems\nPerform service calls and special projects when warranted\nPerform other duties as assigned\nRequirements Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses\nLUTCF, CLU, ChFC or CFP designation and bachelor’s degree in Business Administration or other related field preferred\nThree years financial services sales experience\nAbility to create and deliver effective messages scaled to the appropriate audience\nMust be willing to travel as required\n\n#J-18808-Ljbffr","company":"Jobtailor","rawCompany":"jobtailor","city":"Glendale","state":"CA","isRemote":false,"isActive":false,"createdAt":"2026-07-14T03:29:45.938Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"522130","title":"Credit Unions","slug":"credit-unions"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Financial Advisor","description":"Responsibilities Meet with existing and prospective clients to promote financial planning and investment services\nConduct educational seminars and workshops\nPresent client financial plan and investment proposals in a professional manner\nCollect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements\nCoordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services\nTrack sales, marketing and referrals\nProvide referrals for other Global Credit Union services as appropriate\nParticipate in the credit union’s business development activities, while seeking and recommending new opportunities\nMeet production goals\nAdhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements\nMaintain proficiency with organization and program partner systems\nPerform service calls and special projects when warranted\nPerform other duties as assigned\nRequirements Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses\nLUTCF, CLU, ChFC or CFP designation and bachelor’s degree in Business Administration or other related field preferred\nThree years financial services sales experience\nAbility to create and deliver effective messages scaled to the appropriate audience\nMust be willing to travel as required\n\n#J-18808-Ljbffr","datePosted":"2026-07-14T03:29:45.938Z","dateModified":"2026-07-14T03:29:45.938Z","hiringOrganization":{"@type":"Organization","name":"Jobtailor","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Glendale","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"286b454088736f3e1c64d280"},"url":"https://jobsearcher.com/jobs/286b454088736f3e1c64d280"}}