Wealth Advisor
SAFE Credit UnionFolsom, California, United States
Posted May 28, 2025
40560 - 170000 USD year
Full Time
About the Company
SAFE Credit Union, established in 1940, is a financial leader serving Northern California with $4.6 billion in assets and approximately 236,000 members. Offering a wide range of services including small business loans, home loans, online banking, and mobile solutions, SAFE prioritizes member satisfaction and provides a robust set of employee benefits. The credit union is insured by the NCUA and recognized as an Equal Housing Opportunity lender.
Job Description
SAFE is seeking a Wealth Advisor to collect and analyze member financial information, providing guidance and recommending appropriate financial products. This role requires a local candidate with proficiency in financial planning and advisory services. The position offers opportunities for professional development, recognition, and a positive work environment.
Requirements
- Bachelor's degree from a four-year college or university, and/or three to five years of related experience
- Securities License Series 7/66 or Series 7/63/65
- California Life Insurance & Variable Annuity License
- Excellent communication skills
Benefits
- Professional Development Opportunities
- Recognition and Appreciation
- Flexible Work Arrangements
- Positive Company Culture
- Career Growth
- Wellness Programs
- Strong Leadership
- Sense of Purpose
- Work-Life Balance
- Employee Empowerment
- Space of Belonging
- ERGs
- YOUnity Council
- Diversity, Equity Inclusion and Belonging
