Associate Advisor - Boeing Employee Credit Union

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

Benefits offered by this job

Existing client book

Referral network

Branch access

Tools & support

Credibility with BECU

Job summary

Boeing Employee Credit Union in Tacoma, WA has partnered with LPL Financial to offer a Financial Advisor role. You will be associated with LPL Financial, not as an employee, and support BECU members with comprehensive investment services.

Join a team focused on helping members at every life stage, with a path to grow your business leveraging LPL’s tools and BECU’s client base. The position includes a strong referral network and access to multiple branches in the Tacoma area.

Qualifications

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

Skills

Investment sales

Job description

Overview

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

The Investment Program at Boeing Employee Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions.

Benefits

• Service an existing book of business upon hire
• Build a strong client base with the credit union’s exceptional referral system
• Access several branch territories with a significant deposit base, including current members who need an advisor to support their financial goals
• Find new clients via the credit union’s member base
• Create client solutions without proprietary products
• Grow your business with LPL’s combination of tools, technology, and support
• Benefit from LPL’s experience helping financial institutions grow and maximize their investment programs
• Capitalize on the credit union’s reputation and community standing

Additional Resources

• Access to proprietary technology and a suite of customized services
• Open architecture platform with access to thousands of investment products from leading third-party sponsors
• Resources and expertise across the firm to help you create client solutions
• Freedom to create solutions specific to your client’s goals

Requirements

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

Pay Range: $54,000 - $95,000 (salary range depends on a number of factors, including applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.)