Financial Advisor - Grow Your Client Base with LPL

KeyPoint Credit Union; San Jose (CA); On-site; USD 75,000 - 160,000; Full time

Job summary

KeyPoint Credit Union in San Jose, CA, is seeking a Financial Advisor to join the LPL Financial partnership. This role offers the opportunity to service an existing book of business and grow a strong client base through the credit union’s referral network.

You will help members achieve their financial goals by offering personalized investment solutions, while leveraging LPL’s platform and resources. This position emphasizes client outcomes and community focus.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire
• Grow client base through referrals and networking
• Deliver client solutions without proprietary products
• Leverage LPL tools and support to assist clients
• Partner with LPL Financial to support the investment program

Skills

Investment sales

Client acquisition

Job description

KeyPoint Credit Union in San Jose, CA, is seeking a Financial Advisor to join the LPL Financial partnership. This role offers the opportunity to service an existing book of business and grow a strong client base through the credit union’s referral network.

You will help members achieve their financial goals by offering personalized investment solutions, while leveraging LPL’s platform and resources. This position emphasizes client outcomes and community focus.