Are you looking for a great place to start or continue your career journey? Check out the job below to become a part of Team Teal!
What will I do in this role?
We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based and suitable investment solutions to our credit union members. Your expertise will support a wide range of members, from those just starting to save to those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences.
What qualifications do I need to have for this role?
Requirements:
Bachelor’s degree in a related field
5+ years’ experience as a financial advisor
FINRA Series 7 and combination of Series 63/65 or 66 license
California life insurance license with the ability to transact variable contracts
Clean CRD/U4 record
Preferences:
-CFP certification.
Skills/Competencies:
-Service focused individuals, who prioritize the member and end user experience.
-Team driven, with willingness and proven ability to work well and collaborate effectively with others.
-Professional demeanor and effective communication skills.
-Ability to maintain and promote an ethical and compliant environment.
What's it like to work for SDCCU?
We believe that it takes a happy, healthy and hard-working team to be an industry leader and we’ve achieved this through our “Feel the Teal” culture. “Feel the Teal” is our sense of pride and passion for our brand, our work and our community. We strive to build our teams with positive, hard-working, energetic and collaborative individuals who embrace the same passion for their work and exude their energy outward to provide exceptional service to our members and the community.
SDCCU cares about its people and is committed to hiring and retaining top talent. We are big advocates for career advancement and we do everything we can to encourage the personal and professional growth of our team. In 2022, SDCCU promoted 206 employees. Our “Feel the Teal” culture nurtures a healthy work environment and promotes Teamwork, Exceptional service, Accountability and Leadership.
What benefits are available to me?
With employment, SDCCU offers competitive salaries, a motivating environment, growth opportunities and a generous benefits package for all team members. While certain benefits will vary based on length of service and full/part-time status, most team members can look forward to these benefits:
-Generous Paid Time Off benefit that increases with tenure.
-Required five (5) days of Paid Time Off each year to ensure rest, relaxation and focus on wellness.
-Medical, Dental and Vision coverage from a choice of premier providers.
-401(k) Salary Savings Plan with generous SDCCU contribution.
-Up to eleven (11) paid holidays per year.
-Annual wellness reimbursement for gym memberships, yoga classes and more!
-Tuition Reimbursement Program and Degree Completion Bonus.
-Career advancement/internal promotion opportunities.
-Company paid Group Term Life.
-Company paid Long Term Disability Insurance.
-Supplemental Insurance Plans.
-Discounts on events and entertainment.
-Ongoing training and development.
-Casual dress at the Operations and Call Centers; business casual for branch staff.
-No nights or Sundays for most positions.
-On-site gym for Operations Center employees.
-Community event opportunities.
Where will I be working?
This role is Traveler and is based at the 6545 Sequence Drive, San Diego, CA 92121.
What is the pay range?
Pay Scale: $67,808.00 (Per Year)
Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions.
What will my schedule be?
| WEEKDAY | SCHEDULE |
| Monday | 8:00am - 5:00pm |
| Tuesday | 8:00am - 5:00pm |
| Wednesday | 8:00am - 5:00pm |
| Thursday | 8:00am - 5:00pm |
| Friday | 8:00am - 5:00pm |
| Saturday | Off |
| Sunday | Off |
For exempt roles, standard business hours are referenced above.
Additional Schedule Details (If Applicable):N/A