Financial Advisor - Horizon Credit Union

LPL Financial; Boise (ID); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Access to proprietary technology

Strong client referral system

Customized service offerings

Job summary

LPL Financial is seeking a Financial Advisor to join the Investment Program at Horizon Credit Union in Boise, ID. This position offers the opportunity to build a strong client base leveraging the credit union's referrals and services.

The ideal candidate will possess Series 7 and 66 licenses along with a minimum of three years of investment sales experience. A competitive pay range of $60,000 to $120,000 is available, reflecting individual skills and experience.

Join LPL Financial and engage with clients to provide tailored financial solutions while benefiting from valuable resources and technology support.

Qualifications

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

Responsibilities

• Build and manage a strong client base.
• Create tailored financial solutions for clients.
• Utilize technology and support from LPL Financial.

Skills

Investment sales experience

Client relationship management

Financial planning

Job description

Your career path should lead to real opportunity

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Horizon Credit Union in Boise, ID would allow you to join the Investment Program at Horizon Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Horizon Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Horizon Credit Union for financial solutions.

Key Opportunities and Benefits

• Ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with a significant deposit base, which includes current members who need an advisor to support their financial goals
• Opportunity to find new clients via the credit union’s member base
• Opportunity to create client solutions without proprietary products
• Ability to grow your business with LPL’s combination of tools, technology, and support
• Benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• Opportunity to capitalize on the credit union’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third‑party product sponsors
• Resources and expertise across the firm to help you create client solutions
• Freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

Requirements

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

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Horizon Credit Union.

Tracking # 1-05026674

Pay Range: 60,000 - 120,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.