Financial Advisor: Grow Your Client Base with Open Solutions

LPL Financial; San Juan (PR); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Proprietary technology access

Open architecture platform

Sales incentive compensation

Job summary

LPL Financial, in partnership with TruStage and anchored at PenFed Credit Union in San Juan, PR, seeks a Financial Advisor to serve an existing book and grow a client base within a supportive, multi-institution framework. You will operate with LPL’s open architecture and resources to tailor client solutions, leveraging credit union referrals and regional branch opportunities.

The role requires Series 7/66, an insurance license, and 3+ years in investment sales, with uncapped earning potential

Qualifications

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

Skills

Investment sales experience

Job description

LPL Financial, in partnership with TruStage and anchored at PenFed Credit Union in San Juan, PR, seeks a Financial Advisor to serve an existing book and grow a client base within a supportive, multi-institution framework. You will operate with LPL’s open architecture and resources to tailor client solutions, leveraging credit union referrals and regional branch opportunities.

The role requires Series 7/66, an insurance license, and 3+ years in investment sales, with uncapped earning potential