Financial Advisor - Ventura County Credit Union

LPL Financial; Thousand Oaks (CA); On-site; USD 50,000 - 250,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to join their Investment Program at Ventura County Credit Union in Thousand Oaks, CA. This role offers the unique opportunity to leverage a strong referral system and existing client base while utilizing advanced technology and support to create tailored financial solutions. With a focus on client satisfaction and a commitment to community reputation, this position encourages advisors to develop solutions aligned with client goals. If you have a passion for investment sales and a desire to grow your career, this is the perfect opportunity for you.

Benefits

Access to proprietary technology

Open architecture platform

Community reputation benefits

Qualifications

• Minimum of three years’ investment sales experience required.
• Series 7 and 66 (or 63/65) licenses are mandatory.

Responsibilities

• Build a strong client base through the bank’s referral system.
• Manage several branch territories with existing clients and potential new ones.

Skills

Investment Sales

Client Relationship Management

Financial Planning

Education

Series 7 License

Series 66 License

Insurance License

Tools

LPL Technology

Job description

Financial Advisor - Ventura County Credit Union

Join to apply for the Financial Advisor - Ventura County Credit Union role at LPL Financial.

Position Overview

This opportunity at Ventura County Credit Union in Thousand Oaks, CA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. Please note, Financial Advisors are not employees of LPL Financial but operate within this partnership.

Key Benefits

• Build a strong client base through the bank’s referral system
• Manage several branch territories with existing clients and potential new ones
• Create client solutions without proprietary products
• Leverage LPL’s tools, technology, and support to grow your business
• Benefit from LPL’s expertise in helping financial institutions expand their investment programs
• Capitalize on the bank’s community reputation and standing

Partnership Advantages

• Access to proprietary technology and customized services
• Open architecture platform with thousands of investment products
• Resources and expertise for creating tailored client solutions
• Freedom to develop solutions aligned with client goals

Requirements

• Series 7 and 66 (or 63/65) licenses required
• Insurance license required
• Minimum of three years’ investment sales experience

Application Details

Apply online. Note: Employment is with Ventura County Credit Union; LPL Financial holds your securities/insurance licenses for regulatory purposes.

Additional Information

Compensation ranges from $50,000 to $250,000, dependent on experience, skills, and location. The role includes potential sales incentives.