Financial Advisor for Credit Union Members — Open Architecture

LPL Financial; Tumwater (WA); Vor Ort; USD 48.826 - 59.677; Vollzeit

Zusammenfassung

LPL Financial partners with credit unions to provide financial services, and invites applications for the position of Financial Advisor at Washington State Employee Credit Union in Tumwater, WA. This role includes servicing an existing client base and opportunities to build your business.

The position requires Series 7 and 66 licenses and at least three years of investment sales experience. The competitive pay range is $54,252 annually, plus potential sales incentives.

Qualifikationen

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

Aufgaben

• Service an existing book of business upon hire.
• Build a strong client base with exceptional referrals.
• Help members with their financial goals.

Kenntnisse

Investment sales experience

Client relationship management

Financial product knowledge

Jobbeschreibung

LPL Financial partners with credit unions to provide financial services, and invites applications for the position of Financial Advisor at Washington State Employee Credit Union in Tumwater, WA. This role includes servicing an existing client base and opportunities to build your business.

The position requires Series 7 and 66 licenses and at least three years of investment sales experience. The competitive pay range is $54,252 annually, plus potential sales incentives.