Investment Advisor — Credit Union Client Solutions

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

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.