Financial Advisor: Grow Client Base with Open Platform

LPL Financial; San Jose (CA); On-site; USD 70,000 - 175,000; Full time

Job summary

LPL Financial, partnering with TruStage at Keypoint Credit Union in Santa Clara, CA, seeks a Financial Advisor to serve an existing book and grow a new client base. This role emphasizes independent client solutions and community-based growth.

You will work with a supportive, multi-product platform and benefit from access to extensive resources and referrals through the credit union network.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Grow your client base through the credit union's strong referral system.
• Leverage LPL's technology, resources, and support to build client solutions.
• Capitalize on the credit union's reputation and community standing to attract new clients.

Skills

Investment sales experience

Client relationship building

Business development

Education

Series 7

Series 66 (63/65)

Insurance license

Job description

LPL Financial, partnering with TruStage at Keypoint Credit Union in Santa Clara, CA, seeks a Financial Advisor to serve an existing book and grow a new client base. This role emphasizes independent client solutions and community-based growth.

You will work with a supportive, multi-product platform and benefit from access to extensive resources and referrals through the credit union network.