This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment. About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches ...

60 First Service Credit Union Financial Advisor Jobs Hiring Near You
This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment. About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches ...
This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment. About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches ...
This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment. About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches ...
This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment. About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches ...
Quick apply
This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment. About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches ...
Membership Advisor Manager
Houston, TX ยท On-site
$13.75 - $18/hr
... services. 4. Drive ancillary product sales by identifying member needs and presenting ... tailored financial solutions that increase product penetration. 5. Expand the credit union ...
Membership Advisor Manager
Houston, TX ยท On-site
$13.75 - $18/hr
... services. 4. Drive ancillary product sales by identifying member needs and presenting ... tailored financial solutions that increase product penetration. 5. Expand the credit union ...
Membership Advisor Manager
Houston, TX ยท On-site
$13.75 - $18/hr
... services. 4. Drive ancillary product sales by identifying member needs and presenting ... tailored financial solutions that increase product penetration. 5. Expand the credit union ...
Quick apply
Membership Advisor Manager
Houston, TX ยท On-site
$13.75 - $18/hr
... services. 4. Drive ancillary product sales by identifying member needs and presenting ... tailored financial solutions that increase product penetration. 5. Expand the credit union ...
Membership Advisor Manager
Houston, TX ยท On-site
$13.75 - $18/hr
... services. 4. Drive ancillary product sales by identifying member needs and presenting ... tailored financial solutions that increase product penetration. 5. Expand the credit union ...
Membership Advisor Manager
Houston, TX ยท On-site
$13.75 - $18/hr
... services. 4. Drive ancillary product sales by identifying member needs and presenting ... tailored financial solutions that increase product penetration. 5. Expand the credit union ...
Head of Strategic Projects & Operations
Houston, TX ยท On-site
$110 - $150/hr
FIRST SERVICE CREDIT UNION is seeking a Vice President of Special Projects in Houston, Texas. This role involves leading high-impact projects and managing a team to drive operational improvements.
Head of Strategic Projects & Operations
Houston, TX ยท On-site
$110 - $150/hr
FIRST SERVICE CREDIT UNION is seeking a Vice President of Special Projects in Houston, Texas. This role involves leading high-impact projects and managing a team to drive operational improvements.
Membership Advisor Assistant Manager
$13.75 - $18/hr
Become a SME by maintaining up to date knowledge of all credit union products and services related ... Responsible for explaining the benefits of First Service checking accounts, debit cards and other ...
Membership Advisor Assistant Manager
$13.75 - $18/hr
Become a SME by maintaining up to date knowledge of all credit union products and services related ... Responsible for explaining the benefits of First Service checking accounts, debit cards and other ...
Membership Advisor Assistant Manager
Houston, TX ยท On-site
$13.75 - $18/hr
Become a SME by maintaining up to date knowledge of all credit union products and services related ... Responsible for explaining the benefits of First Service checking accounts, debit cards and other ...
Quick apply
Membership Advisor Assistant Manager
Houston, TX ยท On-site
$13.75 - $18/hr
Become a SME by maintaining up to date knowledge of all credit union products and services related ... Responsible for explaining the benefits of First Service checking accounts, debit cards and other ...
Membership Advisor Assistant Manager
Houston, TX ยท On-site
$13.75 - $18/hr
Become a SME by maintaining up to date knowledge of all credit union products and services related ... Responsible for explaining the benefits of First Service checking accounts, debit cards and other ...
Membership Advisor Assistant Manager
Houston, TX ยท On-site
$13.75 - $18/hr
Become a SME by maintaining up to date knowledge of all credit union products and services related ... Responsible for explaining the benefits of First Service checking accounts, debit cards and other ...
Loan Advisor
$90K/yr
... on credit union products and services as requested. * Communicate with members by phone, text ... Analytical ability to quickly assess members financial needs and offer solutions with excellent ...
Loan Advisor
$90K/yr
... on credit union products and services as requested. * Communicate with members by phone, text ... Analytical ability to quickly assess members financial needs and offer solutions with excellent ...
Loan Advisor
Houston, TX ยท On-site
$90K/yr
... on credit union products and services as requested. * Communicate with members by phone, text ... Analytical ability to quickly assess members financial needs and offer solutions with excellent ...
Loan Advisor
Houston, TX ยท On-site
$90K/yr
... on credit union products and services as requested. * Communicate with members by phone, text ... Analytical ability to quickly assess members financial needs and offer solutions with excellent ...
... on credit union products and services as requested. * Communicate with members by phone, text ... Analytical ability to quickly assess members financial needs and offer solutions with excellent ...
Quick apply
... on credit union products and services as requested. * Communicate with members by phone, text ... Analytical ability to quickly assess members financial needs and offer solutions with excellent ...
Card Dispute Representative
Houston, TX ยท On-site
... protect members and minimize financial loss to the credit union. Essential Functions ... for the purpose of first-level conflict resolution, building relationships, and soliciting ...
Quick apply
Card Dispute Representative
Houston, TX ยท On-site
... protect members and minimize financial loss to the credit union. Essential Functions ... for the purpose of first-level conflict resolution, building relationships, and soliciting ...
... protect members and minimize financial loss to the credit union. Essential Functions ... for the purpose of first-level conflict resolution, building relationships, and soliciting ...
... protect members and minimize financial loss to the credit union. Essential Functions ... for the purpose of first-level conflict resolution, building relationships, and soliciting ...
Card Dispute Representative
Houston, TX ยท On-site
... protect members and minimize financial loss to the credit union. Essential Functions ... for the purpose of first-level conflict resolution, building relationships, and soliciting ...
Card Dispute Representative
Houston, TX ยท On-site
... protect members and minimize financial loss to the credit union. Essential Functions ... for the purpose of first-level conflict resolution, building relationships, and soliciting ...
Data Analyst
Houston, TX ยท On-site
Analyze member, financial, and operational data from core banking (DB2) and SQL Server systems to ... support self-service reporting across the credit union. Perform other job duties as assigned ...
Data Analyst
Houston, TX ยท On-site
Analyze member, financial, and operational data from core banking (DB2) and SQL Server systems to ... support self-service reporting across the credit union. Perform other job duties as assigned ...
... the First Service Compass, quality standards, traits, and behaviors. 2. To achieve the Credit Union's planned market share, assets, loans, and other product/service objectives. 3. To provide ...
Quick apply
... the First Service Compass, quality standards, traits, and behaviors. 2. To achieve the Credit Union's planned market share, assets, loans, and other product/service objectives. 3. To provide ...
VP of Marketing
Houston, TX ยท On-site
... the First Service Compass, quality standards, traits, and behaviors. 2. To achieve the Credit Union's planned market share, assets, loans, and other product/service objectives. 3. To provide ...
VP of Marketing
Houston, TX ยท On-site
... the First Service Compass, quality standards, traits, and behaviors. 2. To achieve the Credit Union's planned market share, assets, loans, and other product/service objectives. 3. To provide ...
VP of Marketing
Houston, TX ยท On-site
... the First Service Compass, quality standards, traits, and behaviors. 2. To achieve the Credit Union's planned market share, assets, loans, and other product/service objectives. 3. To provide ...
VP of Marketing
Houston, TX ยท On-site
... the First Service Compass, quality standards, traits, and behaviors. 2. To achieve the Credit Union's planned market share, assets, loans, and other product/service objectives. 3. To provide ...
First Service Credit Union Jobs Information
What other companies are hiring for Financial Advisor jobs?
What are the most popular jobs at First Service Credit Union?

Job description
Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.
Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area. This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice. This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.
About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance. You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.
This is a true growth opportunity. You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.
What You'll Receive
- Competitive base salary plus commissions and inherited book
- Comprehensive benefits package and W-2 employment structure
- Active referral pipeline from engaged Credit Union membership
- Office space and marketing resources provided by PFG and the Credit Union
- Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite
- Training, compliance, and succession planning support from PFG's leadership team
- A collaborative environment focused on member relationships-not sales quotas
ย Ideal Candidate
- Licensed Financial Advisor (Series 7 and 66 required)
- 2+ years of client-facing advisory experience preferred
- CFP designation is a plus, but not required
- Strong communication and relationship-building skills
- Passion for delivering client-first, fiduciary advice
About First Service Credit Union
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Houston, TX, US
Year founded
1977