Financial Advisor - Grow Your Client Base & Impact

LPL Financial; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor to join Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU in Houston, Texas. In this role, you will service an existing book of business while building new client relationships through the credit union's exceptional referral system.

The ideal candidate will have a minimum of three years of investment sales experience and must hold Series 7, Series 66, and an insurance license. This exciting position offers a salary range of $50,000 - $70,000 based on experience, along with opportunities for sales compensation.

Qualifications

• Minimum of three years of investment sales experience is required.
• Must hold Series 7 and Series 66 (or 63/65) licenses.
• Insurance license is necessary.

Responsibilities

• Service an existing book of business and build a client base.
• Find new clients through the credit union’s referral system.
• Create customized investment solutions for clients.

Skills

Investment sales experience

Client relationship management

Financial planning

Education

Series 7 license

Series 66 license (63/65)

Insurance license

Job description

LPL Financial is seeking a Financial Advisor to join Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU in Houston, Texas. In this role, you will service an existing book of business while building new client relationships through the credit union's exceptional referral system.

The ideal candidate will have a minimum of three years of investment sales experience and must hold Series 7, Series 66, and an insurance license. This exciting position offers a salary range of $50,000 - $70,000 based on experience, along with opportunities for sales compensation.