Financial Advisor - Washington State Employee Credit Union

LPL Financial; Tumwater (WA); On-site; USD 48,826 - 59,677; Full time

Job summary

LPL Financial partners with credit unions to provide financial services, and invites applications for the position of Financial Advisor at Washington State Employee Credit Union in Tumwater, WA. This role includes servicing an existing client base and opportunities to build your business.

The position requires Series 7 and 66 licenses and at least three years of investment sales experience. The competitive pay range is $54,252 annually, plus potential sales incentives.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with exceptional referrals.
• Help members with their financial goals.

Skills

Investment sales experience

Client relationship management

Financial product knowledge

Job description

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Washington State Employee Credit Union – Tumwater, WA would allow you to join the Investment Program at WSECU as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at WSECU 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.

What this role 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 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

Benefits and partnership

• 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

By submitting an application, you are not applying for employment with LPL Financial. Employment is with WSECU, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

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

Tracking # 1-05026674

Pay Range: $54,252 - $54,252. This position is also eligible to earn sales incentive compensation.