Financial Advisor - Grow Your Client Base

LPL Financial; Charleston (SC); On-site; USD 50,000 - 110,000; Full time

Benefits offered by this job

Strong client base access

Customized services and resources

Tools and technology support

Job summary

LPL Financial, partnering with Grow Financial Federal Credit Union in Charleston, SC, is seeking a Financial Advisor. This role offers the chance to assist clients throughout their financial journeys, backed by a supportive credit union referral system. Candidates must possess Series 7 and 66 licenses and three+ years of investment sales experience.

The position provides substantial earning potential, with a salary range of $50,000 to $110,000, dependent on experience. Join a team dedicated to community service and client success.

Qualifications

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

Responsibilities

• Advise clients on financial products and services.
• Grow a client base through referrals and community engagement.
• Create customized financial solutions for clients.

Skills

Investment sales experience

Client relationship management

Sales skills

Job description

LPL Financial, partnering with Grow Financial Federal Credit Union in Charleston, SC, is seeking a Financial Advisor. This role offers the chance to assist clients throughout their financial journeys, backed by a supportive credit union referral system. Candidates must possess Series 7 and 66 licenses and three+ years of investment sales experience.

The position provides substantial earning potential, with a salary range of $50,000 to $110,000, dependent on experience. Join a team dedicated to community service and client success.