Financial Advisor – Open-Architecture Platform Growth

LPL Financial; Kennewick (WA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Referral network

Open architecture platform

Access to investment products

Resources & expertise

Client-solution freedom

Business growth support

Community reputation

Job summary

Spokane Teacher Credit Union is partnering with LPL Financial to hire a Financial Advisor for the Kennewick, WA area. You will join the Investment Program as an advisor associated with LPL, not an employee of LPL, delivering comprehensive financial solutions to credit union members.

Role emphasizes building client relationships through the credit union’s referral network and leveraging LPL’s open architecture and extensive product suite to meet client goals.

Qualifications

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

Responsibilities

• Build a strong client base using the credit union’s referral system.
• Serve current members and help them reach financial goals.
• Offer client solutions using LPL’s open architecture and tools.
• Grow business with support from LPL's platform and resources.

Education

Series 7 & 66 (63/65) licenses

Insurance license

Job description

Spokane Teacher Credit Union is partnering with LPL Financial to hire a Financial Advisor for the Kennewick, WA area. You will join the Investment Program as an advisor associated with LPL, not an employee of LPL, delivering comprehensive financial solutions to credit union members.

Role emphasizes building client relationships through the credit union’s referral network and leveraging LPL’s open architecture and extensive product suite to meet client goals.