Financial Advisor: Grow Your Practice with Open Platform

LPL Financial; California (MO); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Access to proprietary technology

Job summary

Wescom Credit Union in Marina, CA partners with LPL Financial to offer a Financial Advisor role within the Investment Program. You’ll join as an advisor associated with LPL Financial, not as an employee of LPL.

The position supports clients with a complete menu of financial services and a strong referral network. You will grow your client base across branch territories, deliver tailored investment solutions without proprietary products, and leverage LPL’s tools and support to help clients meet

Qualifications

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

Responsibilities

• Build a strong client base through the credit union’s referral system.
• Provide client solutions and financial guidance using open architecture products.

Skills

Investment sales

Tools

Proprietary technology platform

Job description

Wescom Credit Union in Marina, CA partners with LPL Financial to offer a Financial Advisor role within the Investment Program. You’ll join as an advisor associated with LPL Financial, not as an employee of LPL.

The position supports clients with a complete menu of financial services and a strong referral network. You will grow your client base across branch territories, deliver tailored investment solutions without proprietary products, and leverage LPL’s tools and support to help clients meet