Financial Advisor — Grow Your Practice with Open Architecture

lplfinancial; Humacao (PR); On-site; USD 45,000 - 75,000; Full time

Job summary

LPL Financial partners with TruStage to offer a complete menu of financial services through PenFed Credit Union in San Juan, PR. As a Financial Advisor, you’ll work for TruStage and be associated with LPL Financial, with compensation including base salary and sales incentive compensation.

This role supports the local community, leveraging the credit union’s client base to grow your advisory practice and provide tailored investment solutions.

Qualifications

• Series 7 and 66 licenses are required.
• Insurance license is required.
• Three or more years of investment sales experience.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using the credit union's referral system.
• Develop client solutions without proprietary products and grow with support.

Skills

Series 7/66

Insurance license

Investment sales

Job description

LPL Financial partners with TruStage to offer a complete menu of financial services through PenFed Credit Union in San Juan, PR. As a Financial Advisor, you’ll work for TruStage and be associated with LPL Financial, with compensation including base salary and sales incentive compensation.

This role supports the local community, leveraging the credit union’s client base to grow your advisory practice and provide tailored investment solutions.