Financial Advisor — Open-Architecture Wealth Solutions

LPL Financial; California; On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Access to proprietary technology

Open architecture platform

Resources and expertise across theFirm

Freedom to tailor client solutions

Job summary

Wescom Credit Union in Marina, CA seeks a Financial Advisor affiliated with LPL Financial to serve credit union members with independent advisory services, not as LPL employees.

Join a program that supports growth through a robust referral network, broad client access, and access to third-party products and tools.

This role offers the opportunity to build a local practice while leveraging LPL Resources and Wescom's community standing.

Qualifications

• Series 7 and 66 licenses required.
• Insurance license required.
• Three+ years of investment sales experience.

Skills

Series 7/66 licenses

Insurance license

Investment sales experience

Job description

Wescom Credit Union in Marina, CA seeks a Financial Advisor affiliated with LPL Financial to serve credit union members with independent advisory services, not as LPL employees.

Join a program that supports growth through a robust referral network, broad client access, and access to third-party products and tools.

This role offers the opportunity to build a local practice while leveraging LPL Resources and Wescom's community standing.