Financial Advisor: Open-Architecture Growth & Community Impact

LPL Financial; Pasadena (CA); On-site; USD 48,000 - 500,000; Full time

Benefits offered by this job

Proprietary technology access

Open architecture platform

Extensive product selection

Firm-wide resources and support

Job summary

LPL Financial partners with TruStage to offer a comprehensive financial services program at First City Credit Union in Pasadena, CA. As a Financial Advisor affiliated with TruStage, you will help members with their financial goals and operate within an open architecture platform that offers thousands of investment products.

This role is not an employee of LPL Financial but benefits from LPL’s resources and support.

Qualifications

• Three or more years of investment sales experience.
• Licenses required: Series 7 and 66; Insurance license required.

Responsibilities

• Build a strong client base using the credit union's referral system.
• Grow the business with LPL’s tools, technology, and support.
• Provide investment solutions without proprietary products and align with client goals.

Skills

Investment sales

Series 7

Series 66

Insurance license

Job description

LPL Financial partners with TruStage to offer a comprehensive financial services program at First City Credit Union in Pasadena, CA. As a Financial Advisor affiliated with TruStage, you will help members with their financial goals and operate within an open architecture platform that offers thousands of investment products.

This role is not an employee of LPL Financial but benefits from LPL’s resources and support.