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Financial Advisor | North Island Credit Union | San Diego, CA
Founded in 1940, North Island Credit Union, The Island, is one
of the largest financial institutions in San Diego County. Our owners are
our members (customers) - the people we serve. Visit our company
website at http://www.myisland.com for additional information.
We are known for our employee and customer-service culture. We make
banking easy, free of worry and a little more fun. We are committed to
providing the highest level of service to our members (customers).
Our goal as an employer is to recruit and retain employees who are
dedicated to quality and we, in turn, work hard to ensure employee
satisfaction. We offer competitive pay and excellent benefits!
Financial Advisor-Downtown San Diego Centre City Branch
Represents the Credit Union in a professional and responsive manner as a
North Island Registered Representative/Financial Advisor and promotes
team participation on departmental and organizational levels. Responsible for
annual client reviews, achieving branch goals, prepare branch workshops
and train branch staff. Process transactions and service on member
accounts. Achieve daily apportionment and referral goals. Develop
marketing plan, branch incentive, seminars and working book. Coordinate
representative assistant activities. Coach, mentor, support and debrief
with platform representatives weekly. Adhere to compliance requirements.
Accountable for community and business involvement. Must have Series 7,
63, 65, Life and Variable licenses. Financial Planning certifications
preferred. Existing book of clients preferred and strong community
presence in San Diego. Minimum of five years Investment and Insurance
experience required. Position is located in our downtown Centre City
Branch.
Please apply online at http://www.myisland.com/jobs or e-mail to
jobops@myisland.com and reference Job # 08-022JOBIR
Equal Opportunity Employer
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