Financial Advisor: Grow a Client-Focused Investment Practice

LPL Financial; Eureka (CA); In loco; USD 48.000 - 500.000; Tempo pieno

Descrizione del lavoro

Coast Central Credit Union in Eureka, CA is partnering with TruStage to offer a Financial Advisor role tied to LPL Financial. Advisors are not employees of LPL, but work through the credit union framework.

The Investment Program supports the local community and provides access to a broad set of products, plus LPL technology and a strong referral network to grow client bases.

Requirements include Series 7 and 66 (63/65), an insurance license, and three+ years of investment sales experience.

Competenze

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

Conoscenze

Investment sales experience

Descrizione del lavoro

Coast Central Credit Union in Eureka, CA is partnering with TruStage to offer a Financial Advisor role tied to LPL Financial. Advisors are not employees of LPL, but work through the credit union framework.

The Investment Program supports the local community and provides access to a broad set of products, plus LPL technology and a strong referral network to grow client bases.

Requirements include Series 7 and 66 (63/65), an insurance license, and three+ years of investment sales experience.