Financial Advisor - Patelco Credit Union

LPL Financial; San Mateo (CA); On-site; USD 60,840 - 74,360; Full time

Job summary

LPL Financial, associated with Patelco Credit Union in San Mateo, CA, is seeking a Financial Advisor. In this role, you will service an existing book of business and leverage the credit union’s exceptional referral system to build your client base.

You’ll need to hold Series 7 and 66 (63/65) licenses, along with an insurance license, and have at least three years of investment sales experience. This position offers a competitive pay range and sales incentive compensation.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with referral system.
• Find new clients via the credit union’s member base.

Skills

Investment sales experience

Client service skills

Financial advising

Job description

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Patelco Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit union’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

Requirements

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

Employment is with Patelco Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

Pay Range: 67,600 - 67,600. This position is also eligible to earn sales incentive compensation.