Financial Advisor – Build Your Client Base with LPL

LPL Financial; Oklahoma City (OK); On-site; USD 60,000 - 75,000; Full time

Job summary

LPL Financial is partnering with WEOKIE Credit Union to find a Financial Advisor in Oklahoma City. This position offers an opportunity to leverage the credit union's referral system to build a strong client base.

Ideal candidates will have Series 7 and 66 licenses and a minimum of three years of investment sales experience. This role benefits from access to LPL's tools and resources, allowing you to create client-focused solutions in a supportive environment.

The pay range for this position is between $60,000 and $75,000, with additional sales incentive compensation available.

Qualifications

• Series 7 and 66 (63/65) licenses required.
• Insurance license required.
• At least three years of investment sales experience.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using the credit union’s referral system.
• Create tailored financial solutions for clients.

Skills

Investment sales experience

Client relationship management

Proprietary technology utilization

Job description

LPL Financial is partnering with WEOKIE Credit Union to find a Financial Advisor in Oklahoma City. This position offers an opportunity to leverage the credit union's referral system to build a strong client base.

Ideal candidates will have Series 7 and 66 licenses and a minimum of three years of investment sales experience. This role benefits from access to LPL's tools and resources, allowing you to create client-focused solutions in a supportive environment.

The pay range for this position is between $60,000 and $75,000, with additional sales incentive compensation available.