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Schoolsfirst Jobs in Riverside, CA (NOW HIRING)

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Schoolsfirst information

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$8

$26

$62

How much do schoolsfirst jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for schoolsfirst in Riverside, CA is $26.58, according to ZipRecruiter salary data. Most workers in this role earn between $15.28 and $31.05 per hour, depending on experience, location, and employer.

What is SchoolsFirst and what do they do?

SchoolsFirst is a credit union that primarily serves school employees and their families in California. They offer a range of financial services, including savings and checking accounts, loans, mortgages, and investment options. Their mission is to provide affordable and convenient financial solutions tailored to the needs of the educational community. Membership is generally open to current or retired school employees, their immediate family members, and select education-related organizations.

What is the difference between Schoolsfirst vs School Counselor?

AspectSchoolsfirstSchool Counselor
CredentialsTypically requires membership or association with Schoolsfirst, no specific certificationRequires a master's degree in counseling or related field, state certification/license
Work EnvironmentFinancial services, member support, administrativeEducational settings, student support, guidance counseling
Employer & IndustrySchoolsfirst Credit Union, financial industrySchools, educational institutions, public/private sectors

Schoolsfirst primarily refers to a credit union or financial institution, whereas a School Counselor is a professional working within educational settings to support students' academic and emotional needs. While both are related to schools, their roles, credentials, and industries differ significantly.

What are the typical career advancement opportunities for employees at SchoolsFirst Federal Credit Union?

At SchoolsFirst Federal Credit Union, employees often have access to a variety of career advancement opportunities, including internal promotions, professional development programs, and specialized training. Team members can move into supervisory or management roles within departments such as member services, lending, or operations. The organization supports ongoing learning and encourages staff to pursue industry certifications, which can lead to roles with greater responsibility and higher compensation. Collaboration across departments is common, which helps employees build a diverse skill set and prepare for advancement.

What are the key skills and qualifications needed to thrive as a SchoolsFirst Federal Credit Union employee, and why are they important?

To thrive as a SchoolsFirst Federal Credit Union employee, you need a strong understanding of financial services, customer service skills, and typically a background in banking or finance. Familiarity with banking software, financial transaction systems, and sometimes certifications like NMLS for lending roles are important. Excellent communication, problem-solving, and teamwork are standout soft skills in this environment. These skills ensure members receive accurate financial guidance, efficient service, and a positive experience, which is vital for the organization's reputation and member satisfaction.
What cities near Riverside, CA are hiring for Schoolsfirst jobs? Cities near Riverside, CA with the most Schoolsfirst job openings:
Schoolsfirst jobs near you
Financial Service Advisor

Financial Service Advisor

SchoolsFirst Federal Credit Union

Santa Ana, CA • On-site

Full-time

Posted 4 days ago

SchoolsFirst Federal Credit Union rating

8.6

Company rating: 8.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Financial Service Advisor
Scheduled Weekly Hours:
40
What You'll Be Doing
Provides financial advice to clients and prospects. Develops financial portfolios based on clients' financial needs and objectives. Uses knowledge of tax and investment strategies, securities, insurance, and pension plans. May be responsible for selling financial products such as stocks, bonds, mutual funds, and insurance. Develops advisory and consultative sales skills to help retain good client relationships to ensure long-term profitability. Learns product knowledge through training classes. Develops analytical skills to help in developing financial solutions. Uses approved credit analysis fundamentals and processes to finalize product sales. Advises clients and provides assistance or refers clients to experts. Manages a portfolio and cross-sells to clients and prospects.
Provides excellent service to Members seeking information on alternative investment products offered through broker/dealer. Assists Members with financial planning, including but not limited to mutual funds, securities transactions and/or life insurance, 529 plans.
  • Discusses financial investment alternatives with Members. Evaluates Member's goals, risk tolerance and suggests appropriate investments.
  • Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
  • Proactively engage with a portfolio of Members to discuss their comprehensive investments needs.
  • Updates SchoolsFirst FCU team on products and services offered through the investment program.
  • Ensures required compliance documents are completed. Maintains regular contact with OSJ.
  • Offers financial review sessions for all Members at least annually.
  • Initiates Member investment selections and records transactions with broker/dealer.
  • Schedules and conducts meetings with Members via phone and virtually through video conference.

Additional Job Functions
  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications
  • High School Diploma or GED required
  • Bachelor's Degree in a related field or equivalent years of experience required
  • 7-10 years of prior relevant experience required
  • Certifications or licenses including Series 7 and 66, or Series 63 and 65 in lieu of 66. California Insurance License required

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.

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