Financial Advisor - Open Architecture & Community Growth

lplfinancial; Kennewick (WA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Proprietary technology

Open architecture platform

Sales incentives

Job summary

Spokane Teacher Credit Union partners with LPL Financial to offer a comprehensive Financial Advisor opportunity in Kennewick, WA. This role operates as an advisor associated with LPL Financial, not an employee, supporting members with investment solutions.

You will join a team dedicated to helping members throughout their financial life, with access to LPL's technology and an open-architecture platform. The role emphasizes referral-based client growth and personalized financial planning.

Qualifications

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

Responsibilities

• Build a strong client base leveraging the credit union's referral system.
• Provide financial solutions to members to meet their goals.
• Grow the advisor's business with LPL’s tools, tech and support.
• Operate within an open-architecture platform offering thousands of investment products.

Skills

Investment sales

Client relationship mgmt

Financial planning

Series 7/66 licensing

Job description

Spokane Teacher Credit Union partners with LPL Financial to offer a comprehensive Financial Advisor opportunity in Kennewick, WA. This role operates as an advisor associated with LPL Financial, not an employee, supporting members with investment solutions.

You will join a team dedicated to helping members throughout their financial life, with access to LPL's technology and an open-architecture platform. The role emphasizes referral-based client growth and personalized financial planning.