Financial Advisor: Open Architecture & Community Growth

LPL Financial; San Mateo (CA); On-site; USD 60,840 - 74,360; Full time

Job summary

LPL Financial, associated with Patelco Credit Union in San Mateo, CA, is seeking a Financial Advisor. In this role, you will service an existing book of business and leverage the credit union’s exceptional referral system to build your client base.

You’ll need to hold Series 7 and 66 (63/65) licenses, along with an insurance license, and have at least three years of investment sales experience. This position offers a competitive pay range and sales incentive compensation.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with referral system.
• Find new clients via the credit union’s member base.

Skills

Investment sales experience

Client service skills

Financial advising

Job description

LPL Financial, associated with Patelco Credit Union in San Mateo, CA, is seeking a Financial Advisor. In this role, you will service an existing book of business and leverage the credit union’s exceptional referral system to build your client base.

You’ll need to hold Series 7 and 66 (63/65) licenses, along with an insurance license, and have at least three years of investment sales experience. This position offers a competitive pay range and sales incentive compensation.