Associate Advisor - Boeing Employee Credit Union

LPL Financial; Everett (WA); On-site; USD 54,000 - 95,000; Full time

Benefits offered by this job

Existing book of business

Strong referrals

Open architecture platform

LPL resources

Job summary

Boeing Employee Credit Union in Everett, WA seeks an Investment Program Financial Advisor affiliated with LPL Financial. You will serve as a Financial Advisor associated with LPL Financial, though you are NOT an employee of LPL.

Role focuses on providing advisory services through a credit union partnership, leveraging LPL tools, with a compensation range noted for performance incentives.

Qualifications

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

Skills

Investment sales

Education

Series 7 and 66 licenses (or 63/65)

Insurance license

Job description

Investment Program Financial Advisor – Boeing Employee Credit Union (Everett, WA)

Overview

LPL Financial partners with credit unions to offer a complete menu of financial services. In the Investment Program at Boeing Employee Credit Union, you will serve as a Financial Advisor associated with LPL Financial, though you are NOT an employee of LPL.

Benefits

• Ability to service an existing book of business upon hire
• Build a strong client base via the credit union’s excellent referral system
• Multiple branch territories with a substantial deposit base, including current members needing advisory support
• Discover new clients through the credit union’s member base
• Create client solutions without proprietary products
• Grow your business using LPL’s tools, technology, and support
• Leverage LPL’s experience helping financial institutions expand their investment programs
• Capitalize on the credit union’s reputation and community standing

Resources and Support

• Access to proprietary technology and a suite of customized services
• An open‑architecture platform with thousands of investment products from leading third‑party sponsors
• Resources and expertise across the firm to help you create client solutions
• Freedom to tailor solutions to each client’s goals

Requirements

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

Compensation

Pay Range: 54,000 – 95,000 USD. Reward includes sales incentive compensation.