Financial Advisor — Open-Architecture Growth (Credit Union)

LPL Employee Services; Humacao (PR); On-site; USD 45,000 - 75,000; Full time

Job summary

LPL Financial, in partnership with TruStage and PenFed Credit Union, seeks a Financial Advisor in Humacao, PR to service a book of business and grow a client base using LPL’s open-architecture platform. You will work with credit union members and access a broad array of investment products to tailor client solutions.

Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales experience. This on-site role offers a base plus incentive opportunities.

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 through the credit union’s referral system.
• Grow your business with LPL’s tools, technology, and support.
• Provide client solutions without proprietary products.
• Collaborate with TruStage and PenFed Credit Union to serve members.

Skills

Series 7/66

Insurance license

Job description

LPL Financial, in partnership with TruStage and PenFed Credit Union, seeks a Financial Advisor in Humacao, PR to service a book of business and grow a client base using LPL’s open-architecture platform. You will work with credit union members and access a broad array of investment products to tailor client solutions.

Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales experience. This on-site role offers a base plus incentive opportunities.