Financial Advisor - Open-Architecture Investing & Growth

LPL Financial; San Antonio (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor to join the Investment Program at Lone Star National Bank in San Antonio, TX. This role focuses on servicing an existing book of business and building a strong client base through the credit union’s referral system.

Candidates need to have a Series 7 and 66 license, along with an insurance license and three or more years of investment sales experience. Compensation includes a salary range of $60,000 – $80,000 plus sales incentive compensation.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using the credit union’s referral system.
• Create client solutions without proprietary products.

Skills

Investment sales experience

Client relationship management

Proprietary technology utilization

Job description

LPL Financial is seeking a Financial Advisor to join the Investment Program at Lone Star National Bank in San Antonio, TX. This role focuses on servicing an existing book of business and building a strong client base through the credit union’s referral system.

Candidates need to have a Series 7 and 66 license, along with an insurance license and three or more years of investment sales experience. Compensation includes a salary range of $60,000 – $80,000 plus sales incentive compensation.