Job Title: Financial Advisor - Market ExpansionStatus: ExemptReports to: VP - Advisory ServicesDepartment: Investment ServicesJob Code: 12120Pay Range: $120,000.00 Annually + IncentivesLocation: Culver City, CAWHO WE ARE:Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.WHO YOU ARE:You are an experienced, fully licensed financial advisor who can build trust and deliver personalized investment guidance through phone, Zoom, and in-person conversations. You thrive in an enterprise-focused advisory and business-development environment and are comfortable converting opportunities from MSCC, the dedicated Investment Service Line, Golden 1 appointment channels, digital appointment requests, outbound prospecting, employee referrals, statewide member demand, and walk-in traffic into meaningful member relationships while building a book of business from inception. You take ownership of the member experience, maintain strong compliance discipline, and ensure members are connected with the right advisor and service model to meet their needs.WHAT YOU'LL DO:
HOW YOU WILL SPEND YOUR TIME This is primarily an enterprise-focused advisory and business-development role supported by enterprise-generated opportunities, virtual member engagement, statewide member demand, assigned prospecting activity, market-development efforts, and limited branch-originated opportunities based on business needs, advisor capacity, and market maturity. The position operates as a new-market, book-building role and is not intended to rely on an inherited book of clients, a mature branch referral ecosystem, or an established local investment-services presence.
Member Service Contact Center (MSCC) Referrals: Receive investment-related calls and referrals routed by MSCC, assess member needs, provide direct service when appropriate, or coordinate the appropriate advisor appointment.
Investment Service Line Inbound Opportunities: Receive inbound member calls, identify investment needs, provide direct service when appropriate, and facilitate the appropriate next step.
Golden 1 Appointment Channels and Digital Appointments: Conduct scheduled phone and Zoom consultations initiated through Golden 1 appointment channels and digital appointment requests.
Branch Walk-In Traffic, Employee Referrals, and Branch-Generated Opportunities: Support walk-in consultations, employee referrals, locally generated advisor appointments, and other branch-originated opportunities while building awareness of Investment Services within the assigned branch.
Serve as a centralized advisor by conducting scheduled investment consultations with Golden 1 members throughout California through phone, Zoom, and approved virtual channels.
Receive and respond to inbound calls from the dedicated Investment Service Line.
Receive investment-related calls and referrals routed through the Member Service Contact Center (MSCC).
Manage inbound call queues and routed opportunities in a timely and organized manner, including monitoring assigned queues, prioritizing member needs, responding within established service expectations, documenting outcomes, and coordinating appropriate follow-up or advisor handoffs.
Conduct incoming appointments scheduled through Golden 1 appointment channels and digital appointment requests.
Meet with members to identify financial goals, needs, and priorities and develop appropriate financial plans and investment strategies. Recommend, implement, and monitor non-deposit investment and insurance products and services in accordance with broker-dealer, regulatory, and Credit Union requirements.
Conduct periodic portfolio reviews, provide ongoing relationship management,…