Financial Advisor - PenFed Credit Union

LPL Employee Services; San Juan (PR); Vor Ort; USD 45.000 - 75.000; Vollzeit

Zusammenfassung

LPL Financial, partnering with TruStage and PenFed Credit Union in San Juan, PR, is seeking a Financial Advisor. This role involves serving an existing client book, expanding clientele through referrals, and leveraging LPL’s tools and support to provide tailored investment solutions without proprietary products.

Requirements include Series 7 and 66, an insurance license, and at least three years of investment sales experience. Compensation includes a pay range and potential sales incentives.

Qualifikationen

• Three or more years of investment sales experience.
• Series 7 and 66 licensing are required.
• Insurance license is required.

Aufgaben

• Service an existing book of business upon hire.
• Build a strong client base through the credit union’s referral system.
• Find new clients via the credit union’s member base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology, and support.
• Capitalize on the credit union’s reputation and community standing.

Kenntnisse

Investment sales

Series 7 and 66

Insurance license

Ausbildung

FINRA Series 7 & 66 licenses

Jobbeschreibung

Your career path should lead to real opportunity

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at PenFed Credit Union in San Juan, PR would allow you to join PenFed Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at PenFed Credit Union supports the local community and you will be joining 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 PenFed 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

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union.

Pay Range:45,000-75,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.