Financial Advisor - Spokane Teacher Credit Union

LPL Financial; Idaho; On-site; USD 60,000 - 90,000; Full time

Job summary

Spokane Teacher Credit Union in Port Falls, ID, partnered with LPL Financial, is hiring a Financial Advisor to serve an existing client book and grow new relationships within the credit union network.

The role requires Series 7 and 66, insurance licensing, and 3+ years of investment sales experience, with compensation in the $60k–$90k range plus incentive opportunities.

Qualifications

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

Responsibilities

• Assist a book of business and grow client base.
• Leverage the credit union’s referral network to expand relationships.
• Provide client solutions using the open-architecture product platform.

Skills

Investment sales experience

Series 7 & 66 license

Insurance license

Job description

Financial Advisor - Spokane Teacher Credit Union

Your career path should lead to real opportunity.

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

The Investment Program at Spokane Teacher 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 Spokane Teacher 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

Compensation

Pay Range: $60,000 – $90,000. 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.

Tracking # 1-05026674