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$36K

$102.1K

$144K

How much do manager credit union financial advisor jobs pay per year?

As of Jun 16, 2026, the average yearly pay for manager credit union financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the definition of a manager?

A manager is a person responsible for overseeing and coordinating the activities of a team or department to achieve organizational goals. In a credit union financial advisory context, a manager often supervises financial advisors, develops strategies, and ensures compliance with regulations. Strong leadership, communication skills, and industry knowledge are essential for this role.

What do you mean by a manager?

A manager in a credit union financial advisor role is a professional responsible for overseeing financial services, managing client relationships, and leading a team of advisors. They often require relevant certifications, strong communication skills, and knowledge of financial products and regulations. Managers ensure compliance and help meet organizational goals within a financial services environment.

What is the role of a manager?

A manager oversees a team or department, coordinates daily operations, sets goals, and ensures tasks are completed efficiently. In a credit union financial advisor context, they also handle staff supervision, compliance, and strategic planning to meet organizational objectives.

What is another word for manager or leader?

In the context of a Manager Credit Union Financial Advisor, alternative words for manager or leader include supervisor, director, head, or chief. These terms describe roles responsible for overseeing teams, making decisions, and guiding organizational goals, often requiring leadership skills and industry knowledge.

What is the difference between Manager Credit Union Financial Advisor vs Financial Advisor?

AspectManager Credit Union Financial AdvisorFinancial Advisor
CertificationsSeries 7, 66, or 65, CFP often preferredSeries 7, 66, or 65, CFP often preferred
Work EnvironmentCredit unions, financial institutions, in-person client meetingsVarious settings including banks, independent firms, online platforms
Employer & Industry UsageCredit unions, financial services industry

The main difference is that a Manager Credit Union Financial Advisor typically works within credit unions, focusing on member financial needs, while a Financial Advisor may work in a broader range of financial institutions or independently. Both roles require similar certifications and involve client advising, but their work environments and employer types differ.

What cities are hiring for Manager Credit Union Financial Advisor jobs? Cities with the most Manager Credit Union Financial Advisor job openings:
What are the most commonly searched types of Credit Union Financial Advisor jobs? The most popular types of Credit Union Financial Advisor jobs are:
What states have the most Manager Credit Union Financial Advisor jobs? States with the most job openings for Manager Credit Union Financial Advisor jobs include:
Manager Credit Union Financial Advisor jobs near you
Financial Advisor - San Francisco Federal Credit Union

Financial Advisor - San Francisco Federal Credit Union

LPL Financial

San Francisco, CA • Hybrid

$80K - $120K/yr

Full-time

Posted 7 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 65 frontline employees who took The Breakroom Quiz

115th of 138 rated financial services

Job description

Credit Union

Financial Advisor - San Francisco Federal Credit Union

Your career path should lead to real opportunity

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

If you're a motivated financial professional who thrives on connecting with people and helping them achieve their dreams, this is your chance to make an impact!


As a Financial Advisor with San Francisco Federal Credit Union, you'll be the trusted face of investment and insurance solutions within our branches-helping members make confident, values-based financial decisions.

You'll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members' lives.

This is more than a sales role - it's a mission-driven opportunity to help San Franciscans build brighter financial futures.This position will offer:

  • The ability to build a strong client base with the credit union's exceptional referral system
  • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with San Francisco Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union.

Tracking # 1-05026674


Pay Range:$80,000-$120,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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