Financial Advisor – Open-Architecture Wealth Solutions

LPL Financial; Boise (ID); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Access to proprietary technology

Strong client referral system

Customized service offerings

Job summary

LPL Financial is seeking a Financial Advisor to join the Investment Program at Horizon Credit Union in Boise, ID. This position offers the opportunity to build a strong client base leveraging the credit union's referrals and services.

The ideal candidate will possess Series 7 and 66 licenses along with a minimum of three years of investment sales experience. A competitive pay range of $60,000 to $120,000 is available, reflecting individual skills and experience.

Join LPL Financial and engage with clients to provide tailored financial solutions while benefiting from valuable resources and technology support.

Qualifications

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

Responsibilities

• Build and manage a strong client base.
• Create tailored financial solutions for clients.
• Utilize technology and support from LPL Financial.

Skills

Investment sales experience

Client relationship management

Financial planning

Job description

LPL Financial is seeking a Financial Advisor to join the Investment Program at Horizon Credit Union in Boise, ID. This position offers the opportunity to build a strong client base leveraging the credit union's referrals and services.

The ideal candidate will possess Series 7 and 66 licenses along with a minimum of three years of investment sales experience. A competitive pay range of $60,000 to $120,000 is available, reflecting individual skills and experience.

Join LPL Financial and engage with clients to provide tailored financial solutions while benefiting from valuable resources and technology support.