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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 |