Financial Advisor: Growth with LPL & Open Architecture

LPL Financial; San Francisco (CA); On-site; USD 135,000 - 165,000; Full time

Job summary

LPL Financial partners with banks to offer a full menu of financial services. This opportunity at San Francisco Federal Credit Union in San Francisco, CA allows you to join the Investment Program as a Financial Advisor associated with LPL. Advisors are not employees of LPL.

You will help clients grow their financial lives using the bank's referral network and LPL's open-architecture platform. The role emphasizes building solutions without proprietary products and leveraging the firm's tools and

Qualifications

• Three or more years of investment sales experience.
• Licensed to sell securities and insurance.
• Series 7 and 66 (63/65) are required.

Responsibilities

• Build a client base using the bank's referral system.
• Offer services across multiple branch territories with significant deposit base.
• Grow your business with LPL's tools, technology, and support.
• Create client solutions without proprietary products.

Skills

Series 7

Series 66 (63/65)

Insurance license

Job description

LPL Financial partners with banks to offer a full menu of financial services. This opportunity at San Francisco Federal Credit Union in San Francisco, CA allows you to join the Investment Program as a Financial Advisor associated with LPL. Advisors are not employees of LPL.

You will help clients grow their financial lives using the bank's referral network and LPL's open-architecture platform. The role emphasizes building solutions without proprietary products and leveraging the firm's tools and