Financial Advisor - Wescom Credit Union

LPL Financial; California (MO); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Access to proprietary technology

Job summary

Wescom Credit Union in Marina, CA partners with LPL Financial to offer a Financial Advisor role within the Investment Program. You’ll join as an advisor associated with LPL Financial, not as an employee of LPL.

The position supports clients with a complete menu of financial services and a strong referral network. You will grow your client base across branch territories, deliver tailored investment solutions without proprietary products, and leverage LPL’s tools and support to help clients meet

Qualifications

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

Responsibilities

• Build a strong client base through the credit union’s referral system.
• Provide client solutions and financial guidance using open architecture products.

Skills

Investment sales

Tools

Proprietary technology platform

Job description

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 Wescom Credit Union in Marina, CA would allow you to join the Investment Program at Wescom Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Wescom 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 Wescom Credit Union for financial solutions. This position will offer:

• 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

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

Tracking # 1-05026674

Pay Range:70,000 - 130,000

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.