Financial Advisor

KeyPoint Credit Union; Santa Clara (CA); On-site; USD 60,000 - 120,000; Full time

Job summary

KeyPoint Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing book, grow a client base, and deliver financial solutions without proprietary products.

As an advisor with LPL, you will access technology and a broad product suite while benefiting from the credit union’s strong community reputation and referral network. This role develops your business in a collaborative, member-focused environment.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the credit union’s referral system.
• Grow your business using LPL tools and support.
• Capitalize on the credit union’s reputation and community standing.
• Create client solutions without proprietary products.
• Help members with financial solutions and life events.

Skills

Series 7 and 66

Insurance license

Investment sales experience

Job description

KeyPoint Credit Union partners with LPL Financial and TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at KeyPoint Credit Union in San Jose, CA and Santa Clara, CA would allow you to join KeyPoint Credit Union as a Financial Advisor working with LPL and TruStage. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at KeyPoint Credit Union supports the local community and you will be joining 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 KeyPoint Credit Union for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire
• 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

***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, KeyPoint Credit Union.