Financial Advisor – Mission Fed Investment Services

Financial Advisor – Mission Fed Investment Services 

In-Office | 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.

*Bilingual in Spanish is preferred*

As a Financial Advisor, you'll serve as a trusted resource for members seeking guidance on investments, retirement planning, wealth accumulation, insurance solutions, and overall financial wellness. You'll combine your expertise with a consultative, member-first approach to help individuals and families create confident financial futures.

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 based on members' goals, risk tolerance, and financial needs.
• Provide investment advisory services, retirement income planning, insurance solutions, and wealth management strategies.
• Build and maintain long-term member relationships through proactive outreach, ongoing reviews, and exceptional service.
• Grow your practice through branch referrals, internal partnerships, and business development activities.
• Collaborate with branch leaders and team members to identify opportunities and educate members on investment services.
• Conduct meetings in person, over the phone, and virtually provide convenient, high-quality member experiences.
• Stay informed on market trends, investment strategies, and industry regulations.
• Maintain accurate records and ensure compliance with FINRA, SEC, insurance, Raymond James, and Mission Fed requirements.

What You'll Bring

Required Qualifications

• 3+ years of experience in financial advisory, wealth management, investments, brokerage, banking, or related financial services.
• Proven success developing client relationships and growing business through consultative financial planning.
• Experience delivering comprehensive financial solutions tailored to client goals.

Preferred Qualifications

• Experience in a bank, credit union, or retail investment environment.
• Bachelor's degree in Finance, Business, Economics, Financial Planning, or a related field.

Required Licenses

• Active FINRA Series 7
• Active FINRA Series 66
• Active Life, Health, and Variable Annuity Insurance License
• Clean CRD/U4 record
• Ability to maintain all registrations, licenses, and continuing education requirements in good standing

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