Financial Advisor: Build Your Client-Centric Practice

LPL Financial; Tulsa (OK); On-site; USD 48,000 - 60,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor to join Oklahoma Central Credit Union in Tulsa, OK. The role involves servicing existing clients and building new relationships through the credit union’s referral system. Candidates must have Series 7 and 66 licenses, along with an insurance license and at least three years of investment sales experience. This position offers a salary range of $48,000 to $60,000, depending on experience, with additional potential for sales incentives.

Qualifications

• Series 7 and 66 (63/65) licenses are required.
• An insurance license is 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.
• Create client solutions without proprietary products.

Job description

LPL Financial is seeking a Financial Advisor to join Oklahoma Central Credit Union in Tulsa, OK. The role involves servicing existing clients and building new relationships through the credit union’s referral system. Candidates must have Series 7 and 66 licenses, along with an insurance license and at least three years of investment sales experience. This position offers a salary range of $48,000 to $60,000, depending on experience, with additional potential for sales incentives.