Current jobs related to Financial Services Advisor II-III - San Francisco, California - SF Fire Credit Union

  • Enrollment Advisor II/III

    3 weeks ago

    San Diego, California, United States Workshops for Warriors Full time

    Job Title: Enrollment Advisor II/IIIWorkshops for Warriors is seeking a highly motivated and organized Enrollment Advisor II/III to join our team. As an Enrollment Advisor II/III, you will play a critical role in assisting prospective students navigate the enrollment process and ensuring a smooth transition into our programs.Key Responsibilities:Assist...

  • Financial Services Representative

    2 weeks ago

    San Jose, California, United States Advisor Employee Services Full time

    Junior Advisor RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Junior Advisor. As a key member of our team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Analyze and prepare customized financial...

  • Enrollment Advisor II/III Position

    3 weeks ago

    San Diego, California, United States Workshops for Warriors Full time

    Job SummaryWorkshops for Warriors is seeking a highly motivated and detail-oriented Enrollment Advisor II/III to join our team. As an Enrollment Advisor, you will play a critical role in assisting prospective students navigate the enrollment process and providing guidance on our programs.Key ResponsibilitiesAssist students with the enrollment process,...

  • Financial Analyst II or III

    2 weeks ago

    San Bernardino, California, United States JM Temporary Services & Affiliates Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst II or III to join our team at JM Temporary Services & Affiliates, Inc. This is a challenging and rewarding role that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.Key ResponsibilitiesPrepare and analyze complex financial...

  • Senior Financial Advisor

    7 days ago

    San Francisco, California, United States Evergreen Services Group Full time

    Job Title: Senior Financial AdvisorJob Summary:We are seeking a highly skilled Senior Financial Advisor to join our team at Evergreen Services Group. As a Senior Financial Advisor, you will be responsible for managing client relationships, formulating advice, and collaborating with Portfolio Managers and other experienced Financial Advisors to develop...

  • Senior Financial Advisor

    3 days ago

    San Francisco, California, United States Evergreen Services Group Full time

    Job DescriptionEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. With a focus on long-term growth, we seek a skilled Senior Financial Advisor to join our team.Key ResponsibilitiesFoster new client relationships and drive growth through existing client relationships, and...

  • Enrollment Advisor II/III

    1 week ago

    San Diego, California, United States Workshops for Warriors Full time

    Job SummaryWorkshops for Warriors is seeking a highly motivated and organized Enrollment Advisor II/III to join our team. As a key member of our admissions team, you will play a critical role in guiding prospective students through the enrollment process and ensuring a seamless transition into our advanced manufacturing programs.Key ResponsibilitiesAssist...

  • Financial Accountant

    3 weeks ago

    San Francisco, California, United States Gen II Fund Services Full time

    Job SummaryWe are seeking a highly skilled Fund Accountant to join our team at Gen II Fund Services, LLC. As a Fund Accountant, you will be responsible for providing accounting services, including preparation and processing of transactions and financial statements with supporting schedules and work papers.Key ResponsibilitiesCash Processing and Bank...

  • Financial Services Representative

    4 weeks ago

    San Francisco, California, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and...

  • Private Client Advisor II

    2 weeks ago

    San Diego, California, United States Bank of America Full time

    Job Title: Private Client Advisor IIAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Client Advisor II, you will play a critical role in building and maintaining relationships with high net worth individuals and families, providing them with tailored...

  • Financial Services Analyst III Position

    2 weeks ago

    San Francisco, California, United States University of California , San Francisco Full time

    Financial Services Analyst III Job DescriptionAt the University of California, San Francisco, we are seeking a highly skilled Financial Services Analyst III to join our Finance Service Center team. As a key member of our team, you will play a critical role in supporting the financial operations of our organization.Key Responsibilities:Provide advanced...

  • Financial Advisor

    2 weeks ago

    San Francisco, California, United States ProTransport-1, LLC Full time

    Job SummaryWe are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will work with clients to understand their financial goals and develop personalized plans to achieve them.Key ResponsibilitiesManage complex to moderately complex investment sales activitiesCall prospects to generate appointment activity within assigned...

  • Financial Services Professional

    2 weeks ago

    San Jose, California, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you achieve your career goals and build a successful business. As a Financial Advisor associated with our company, you'll have the opportunity to work with a diverse client base and provide personalized financial solutions to help them achieve their...

  • Financial Advisor Associate

    4 weeks ago

    San Francisco, California, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients.Our team-based approach, combined with our proprietary Roundtable and UniFi processes, enables us to provide personalized financial solutions that cater...

  • Financial Services Advisor

    1 month ago

    San Jose, California, United States New York Life Insurance Company - Santa Clara General Office Full time

    Job OpportunityNew York Life Insurance Company - Santa Clara General Office is seeking a skilled Financial Sales Representative to join our team.About the RoleWe are looking for a motivated and detail-oriented individual to serve as a trusted financial advisor for our clients. The ideal candidate will have a strong understanding of financial industry...

  • Financial Analyst III

    1 month ago

    San Francisco, California, United States City and County of San Francisco Full time

    Job SummaryThe City and County of San Francisco is seeking a highly skilled and experienced Accountant III to join our team in the Controller's Office. As a key member of our accounting operations and financial analysis team, you will be responsible for performing complex accounting duties, including budget preparation, purchasing activities, payroll...

  • VP, Financial Advisor Marketing Strategist

    2 weeks ago

    San Diego, California, United States LPL Financial Holdings, Inc. Full time

    Job Title: VP, Financial Advisor Prospect MarketingWe are seeking an experienced and dynamic VP of Financial Advisor Prospect Marketing to help lead the evolution of our marketing strategy and planning for our rapidly growing advisor business.About the Role:This role is responsible for creating and managing advisor recruiting marketing strategies and plans...

  • Student Recruitment Advisor II/III

    2 months ago

    San Diego, California, United States Workshops for Warriors Full time

    Workshops for Warriors is a nonprofit organization established to support veterans and wounded warriors in securing advanced manufacturing careers through exceptional training, recognized credentials, practical experience, and job placement assistance. Our mission is to rebuild America's advanced manufacturing workforce, one veteran at a time, with a...

  • Senior Financial Advisor

    4 weeks ago

    San Francisco, California, United States MassMutual Northern California Full time

    Unlock Your Potential as a Financial AdvisorAre you looking for a career that offers stability, dependability, and opportunities for growth? Look no further than MassMutual Northern California. Our firm provides a unique blend of resources and support for financial advisors, allowing you to focus on building strong relationships with your clients.Our Core...

  • Private Client Advisor II

    2 weeks ago

    San Jose, California, United States Bank of America Full time

    Job Title: Private Client Advisor IIAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice.Job Summary:We are seeking a highly skilled Private Client Advisor II to join our team. As a key member of our Private Bank, you will be responsible for building and maintaining...

Financial Services Advisor II-III

2 months ago

San Francisco, California, United States SF Fire Credit Union Full time

About Us...
Since its inception in 1951, SF Fire Credit Union has evolved from a small office into a robust financial institution with $1.7 billion in assets. Our membership spans across the communities of San Francisco, San Mateo, and Marin Counties, rooted in our commitment to serving those who serve others. Our core values of trust, innovation, competitive offerings, and exceptional service have created a strong bond with our members.

Our Values...
At SF Fire Credit Union, we prioritize candidates who resonate with our organizational values:

  • Collaboration is key.
  • Member service is our top priority.
  • We value authenticity and transparency.
  • We encourage creative thinking.
  • Diversity is embraced.

We seek individuals who thrive in a culture of trust, feedback, and innovation, and who share our vision of empowering members to achieve their financial goals.

Work Environment...

Working here feels like being part of a family. From team lunches to celebrations, we foster a supportive atmosphere where humor and purpose drive our efforts. We are committed to maintaining a healthy work-life balance while striving for excellence.

Role Overview...

As a Member Services Representative, also known as a Financial Service Consultant, you will manage all remote interactions with our members, including phone calls, emails, and web chats. Your responsibilities will include addressing account inquiries, processing transactions, and promoting relevant credit union products and services while adhering to our service standards.

Key Responsibilities...

  • Respond to all communications promptly and courteously.
  • Collaborate with members to identify and meet their needs.
  • Facilitate the opening of various account types.
  • Process consumer loan applications and liaise with loan officers.
  • Resolve complex inquiries regarding accounts and services.
  • Engage with members for special projects as needed.
  • Alert management to service issues while monitoring call volume.
  • Achieve individual and team service targets.

Qualifications...

  • High school diploma or GED with a minimum of one year in customer service.
  • Strong multitasking abilities and quick numerical calculations.
  • Proficient in basic business communication.
  • Familiarity with MS Windows and MS Office.
  • Experience in a call center or banking environment is preferred.
  • Flexible availability for various shifts.

Compensation and Benefits...

We offer a competitive salary range of $53,000 to $60,000, reflecting various factors including skills and experience. Beyond financial compensation, we invest in our employees' growth and well-being. Our benefits include:

  • 401(k) with employer matching.
  • Comprehensive health, vision, dental, and life insurance.
  • Annual bonus program.
  • Tuition reimbursement.
  • Generous paid holidays and PTO.
  • Discounted loan programs.
  • Professional development opportunities.
  • Personal coaching resources.
  • Wellness initiatives including gym membership discounts.

We are committed to considering qualified applicants with arrest and conviction records in accordance with the San Francisco Fair Chance Ordinance.