Financial Advisor: Grow Member Wealth with Open Platform

KeyPoint Credit Union; Santa Clara (CA); On-site; USD 60,000 - 120,000; Full time

Job summary

KeyPoint Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing book, grow a client base, and deliver financial solutions without proprietary products.

As an advisor with LPL, you will access technology and a broad product suite while benefiting from the credit union’s strong community reputation and referral network. This role develops your business in a collaborative, member-focused environment.

Qualifications

• Must hold Series 7 and 66 (63/65) licenses.
• Insurance license 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.
• Grow your business using LPL tools and support.
• Capitalize on the credit union’s reputation and community standing.
• Create client solutions without proprietary products.
• Help members with financial solutions and life events.

Skills

Series 7 and 66

Insurance license

Investment sales experience

Job description

KeyPoint Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing book, grow a client base, and deliver financial solutions without proprietary products.

As an advisor with LPL, you will access technology and a broad product suite while benefiting from the credit union’s strong community reputation and referral network. This role develops your business in a collaborative, member-focused environment.