Financial Advisor: Grow Client Wealth with Strong Tools

LPL Financial; Herndon (VA); On-site; USD 75,000 - 85,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor to join the Investment Program at Northwest Federal Credit Union in Herndon, VA. This role offers a unique opportunity to build a strong client base utilizing the credit union’s referral system while providing customized investment solutions.

Qualified candidates should have Series 7 and 66 licenses, an insurance license, and at least three years of investment sales experience. You'll benefit from LPL’s tools and technology to maximize your business growth and financial advisory potential.

Qualifications

• Must have 3 or more years of investment sales experience.
• Series 7 and 66 (63/65) licenses are required.
• Possession of an insurance license is necessary.

Responsibilities

• Build a strong client base using the credit union's referral system.
• Create customized investment solutions for clients.
• Utilize LPL's tools and technology to grow your business.

Skills

Investment sales experience

Client solutions creation

Referral system utilization

Education

Series 7 and 66 (63/65)

Insurance license

Job description

LPL Financial is seeking a Financial Advisor to join the Investment Program at Northwest Federal Credit Union in Herndon, VA. This role offers a unique opportunity to build a strong client base utilizing the credit union’s referral system while providing customized investment solutions.

Qualified candidates should have Series 7 and 66 licenses, an insurance license, and at least three years of investment sales experience. You'll benefit from LPL’s tools and technology to maximize your business growth and financial advisory potential.