Financial Advisor - Spokane Teacher Credit Union

LPL Financial; La Grande (OR); On-site; USD 60,000 - 90,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor at Spokane Teacher Credit Union in La Grande, OR. This role allows you to service an existing book of business and build a client base with exceptional referral support.

Candidates must have Series 7 and 66 licenses, along with a minimum of three years of investment sales experience. The position offers a competitive pay range of $60,000 to $90,000 and sales incentive compensation.

Qualifications

• Series 7 and 66 (or 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 the credit union’s referral system.
• Create client solutions without proprietary products.

Skills

Investment sales experience

Client relationship management

Sales proficiency

Job description

Credit Union

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, La Grande, OR allows 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 dedicated to helping members in every stage of their financial life.

What This Position Offers

• 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 a significant deposit base, including 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

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 sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Qualifications

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

Pay Range: $60,000 – $90,000. Salary is dependent on skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Tracking # 1-05026674