Financial Advisor - Open-Architecture Growth & Referrals

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

Job summary

LPL Financial, partnering with TruStage and PenFed Credit Union in San Juan, PR, is seeking a Financial Advisor. This role involves serving an existing client book, expanding clientele through referrals, and leveraging LPL’s tools and support to provide tailored investment solutions without proprietary products.

Requirements include Series 7 and 66, an insurance license, and at least three years of investment sales experience. Compensation includes a pay range and potential sales incentives.

Qualifications

• Three or more years of investment sales experience.
• Series 7 and 66 licensing are required.
• Insurance license is required.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base through the credit union’s referral system.
• Find new clients via the credit union’s member base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology, and support.
• Capitalize on the credit union’s reputation and community standing.

Skills

Investment sales

Series 7 and 66

Insurance license

Education

FINRA Series 7 & 66 licenses

Job description

LPL Financial, partnering with TruStage and PenFed Credit Union in San Juan, PR, is seeking a Financial Advisor. This role involves serving an existing client book, expanding clientele through referrals, and leveraging LPL’s tools and support to provide tailored investment solutions without proprietary products.

Requirements include Series 7 and 66, an insurance license, and at least three years of investment sales experience. Compensation includes a pay range and potential sales incentives.